Deals
Deals keeps your sales in one place, whether you sell alone or with a team: the companies you sell to, the people you talk to there, every deal and the follow-ups that move it.
Sales deals from lead to won or lost, and their follow-ups. A deal links to a contact; a won deal makes it a customer.
Try it
Business details, Contacts, Customers, Deals, Follow-ups
Try it freeWhat it does for you
It replaces the spreadsheet, the sticky notes and the deals buried in your inbox.
Each deal moves from lead to proposal, negotiation, and won or lost, with its value, how likely it is to close and when you expect it to. Each follow-up has a due date and belongs to a deal, so you know what to do next and nothing you promised a customer is forgotten. When a deal is lost, you note why, and each deal keeps where its lead came from. Each deal shows its weighted value, its value times its probability, and the forecast adds the open deals up by month of expected close, so you see what is likely to come in.
- With a team, each sales rep owns their deals and follow-ups and sees only those, and the sales manager sees and assigns every deal. A discount above the limit you set on Business details waits for the sales manager's approval. With campaigns, each contact and deal names the campaign that brought it, so you see what each campaign won.
- A won deal makes its contact a customer, and you see where every deal stands and what it is worth.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Add a lead score to contacts, from 1 to 5.Ask the owner, not the sales manager, to approve a discount above 30%.Make a follow-up due three days later whenever a deal moves to Proposal.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Campaigns
Marketing and fundraising campaigns.
Reports
The reports that agents write each week or month.
Requests
Requests: what contacts ask the business for, and its reply.
Staff
Contacts who work for the business: their job, their place and their team.