Drive Results with Deal Management
Know the progress you make, or the steps you need to take, for closing a deal. View all deals that are in different stages. Engage with prospects, forecast revenue, and strike more deals.
Add Deals
Received an inquiry? Record all details, including the inquirer’s name, interested products or solutions, and their requirements. Include order value, expected closing date, and more.
Filters
Access a cluster of deal menus to take quick action. Create quotes, send emails, track conversations, or set follow-ups easily. Act swiftly with just a few clicks.
Send Email
Save time by using ready-made email templates tailored to your context. With minimal typing, you can easily attach documents from your computer or CRM for efficient communication.
