Deal / Opportunity Management
Smart Deal Management in Collaboration with your Team
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.
Build as you Need
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.
Get a daily reminder notification and timely reminder notification whenever you need to perform an action for a deal. Never miss a followup as our system gives you a headup notification.
Our system does the work for you. Once an enquiry is added, automated email or sms can be delivered to the deal or team members. This automated action can be set for various criterias for every action performed.
Filter the lead based on various criterias which may be single or multiple. It is also easy to setup filters for custom created fields.
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.
All the deals created for a client will be visible in the client view page as well for quick access of data.
Try It For FreeNo Card Details required
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.Get Started Now