Deal Tracking Software

Deal tracking software aids companies manage the process of converting potential customers into sales leads. It enhances results by creating transparency and accountability in teams.

It helps identify real opportunities earlier, make deals more quickly and ultimately drive revenue growth. Artificial intelligence and machine learning can help reps identify high-value prospects to nurture them appropriately. It lets you automate your playbooks and monitor the key metrics that matter to your business.

With FreshSales you can build a custom sales pipeline using different stages to map your entire process from lead-generation to closure and beyond. Record events on a chronological timeline so you can see the engagement levels of your contacts in a single view and easily spot areas for improvement. With intelligent automations and integrations, it’s easier to keep up with the management of your clients, even when you’re traveling.

With a deal screen that appears like a whiteboard it is possible to manage your deals just like you manage your clients. You have the possibility of adding notes, appointments (calendar) attachments and other contacts. Create different deal screens to correspond to the business requirements of each of your departments – say one for your software and one for mortgages. It is then easy to switch between deals with the click of a button from the dashboard view. Zia the smart assistant will assist you in staying on track with your daily tasks by using voice commands and the ability to search quickly.