oqitor
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Platform

From first lead to paid commission.

Leads, deals, quotes, orders and commissions share one record. Oqitor’s operations team works the quotes with the supplier. CRM included, free to join.

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600-01482 · Cedar Ridge Dental

Sample data

The platform

Seven modules on one record.

Each module works one stage of the deal. The dates are from one sample deal, followed from a lead to a paid line.

  1. Lead

    Apr 7

  2. Registered

    Apr 9

  3. Quoted

    Apr 15

  4. Active

    Jun 15

  5. Paid

    Jul 16

On every stage

A sample deal

One record, the whole way.

Cedar Ridge Dental, opportunity 600-01482. Sample data, followed from a lead on Apr 7 to a paid line on Jul 16.

  1. Lead importedCedar Ridge Dental comes in from harbor-prospects-april.csv.Apr 7
  2. Deal registeredOpportunity 600-01482, business internet, new logo, 36 months.Apr 9, 10:42 AM
  3. Quote request raisedOne request, to one supplier. Supplier A.Apr 10
  4. Quote postedPosted by Oqitor operations on the deal. Fibre 500/500, static IP, 36-month term.Apr 15
  5. Quote accepted, order submittedOrder 100-08431 on the same record.Apr 22
  6. Service activatedThe supplier sets the date. Operations follows the order to activation.Jun 15
  7. Statement issuedJune 2026 statement PB-00042, line 900-11852.Jul 13
  8. Statement paidThe first bill was a partial month, and the line says so.Jul 16

Latest in the portal

September 2026

See the full changelog
  • Close-date queues.

    Two new opportunity views, Closing this month and Past close date, surface deals that are about to close or have slipped.

  • New deals start at Qualify.

    New opportunities open at the Qualify stage with a next step required, and the opportunity filters are simpler: all, open, won, lost and your work queues.

  • Next-step history.

    See the earlier next steps on an opportunity, and paste or drop files straight into notes.

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