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Deal Management CRM Software

Deal/ Opportunity Management

Close a great deal with effective team collaboration by tracking the progress using various stages and in a much effective way. Track & minotor everything happening throughout the journey of the deal.

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Forecast Better

Managing a deal in a smart way is one of the most important thing which will lead to an effective business closure. We are here to assist you with that in all possible ways. With the help of our system, you can bring in multiple team members to work together in an individual deal along with the option to track the deal under various stages. Also, you are free to create multiple deal for an individual client.

How it Works & Helps?
Deal Management CRM Software

Amazing features

Smart Deal Management in Collaboration with your Team

Build as you Need

Customize the fields based on your business easily. We have provided you with the option to create the form based on your need. You can drag and drop and build your own from with all functions in minutes.

Followup Reminders

Get a daily reminder notification and timely reminder notification whenever you need to perform an action for a lead or enquiry. Never miss a followup as our system gives you a headup notification.

Automatic Triggers

Our system does the work for you. Once an enquiry is added, automated email or sms can be delivered to the lead. This automated action can be set for various criterias for every action performed.

Multi-Select Filters

Filter the lead based on various criterias which may be single or multiple. It is also easy to setup filters for custom created fields for better understanding.

Multiple Combinations

You can create multiple deals for a single client and bring in various team members for various deals. You can link different contacts of an organization for various deals as well.

Quick Access

All the deals created for a lead or client will be visible in the view page of the lead or client as well for quick access of data.


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Try out the risk free trial with all the features for unlimited users and make a decision accordingly. There is no credit card or commitment required. We are sure that you will like our product.

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