Deal Tracking Software

Deal tracking software can help companies manage the process of turning potential customers into sales leads. By using best practices, it ensures transparency and accountability across teams, and improves results.

It allows you to identify real opportunities earlier, and move deals faster and ultimately lead to revenue growth. With artificial intelligence and machine learning, it helps identify opportunities that are worth the money so that reps can cultivate them according to. It also allows you to automate playbooks and enables you to monitor the important metrics and performance that are crucial to your business.

With FreshSales you can build a custom sales pipeline using different stages that map your entire process from lead-generation to closing and beyond. Track events in chronological order to view your contacts engagement levels all in one place and pinpoint areas to improve. With intelligent automations and integrations, it’s easier to keep up with your client management, even when you’re traveling.

With the help of a deal screen, which looks like a whiteboard you can manage your deals as easy as you manage your clients. You have the ability to add notes, appointments (calendar) attachments and contacts. Create custom deal screens that are based on the business models for each of your departments like one that is for software and another one for mortgages. From the dashboard, you can easily switch between deals by pressing an icon. Zia The smart assistant will help you stay on top of your daily tasks with voice commands and a quick search.

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