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Deal Tracking Software

Deal tracking software can help companies convert potential customers into sales leads. It maximizes the effectiveness of sales by providing transparency and accountability within teams.

It allows you to identify opportunities earlier, move deals faster and ultimately drive revenue growth. With machine learning and artificial intelligence helps to reps to prioritize opportunities with high value so they can cultivate them according to. It allows you to automate your playbooks, and to monitor the most important metrics to your business.

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

You can manage your deals just as easy as managing clients, with an interface that appears similar to a whiteboard. You can add notes, appointments, attachments, and related contacts. Create custom deal screens that match the business type for every department, such as one to manage software and one for mortgages. From the dashboard, you are able to quickly switch between deals by clicking a button. You can also make use of Zia, our smart assistant that will assist you in staying on top of your daily tasks with a quick Google search and voice commands.

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