Deal Tracking Software

Deal tracking software can help companies manage the process of converting potential customers into sales leads. By applying best practices, it ensures transparency and accountability across teams and optimizes outcomes.

It helps to spot opportunities earlier, move deals faster and ultimately lead to revenue growth. With machine learning and artificial intelligence, it helps prioritize high-value opportunities so reps can take care of them in a way that is appropriate. It also lets you automate playbooks and allows you to track the most important metrics and performance that are crucial to your business.

With FreshSales you can create 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 track your contacts engagement levels in one location and pinpoint areas for improvement. With intelligent automations and integrations, it is easier to keep track of your client management when you’re on the go.

You can manage your deals just as simply as you manage clients, using an interface that appears like whiteboards. You can add notes, appointments attachments, notes, and other contacts. Create a variety of custom deal screens that match the business types of your different departments like one for your software and another for mortgages. From the dashboard, you can easily switch between deals with the click of on a button. You can also utilize Zia our intelligent assistant to keep you on top of your daily tasks by using a quick search and voice commands.