Simplify Your Workflow, Achieve Greater Success
Trusted by these amazing companies
Features
Deal Tracking & Pipeline Management
Track deals through sales pipeline stages to stay organized, prioritize efforts, and ensure no deal is overlooked
Collaboration & Communication Tools
Integrated communication tools (email, chat, meeting logs) and collaboration features keep deal updates and team interactions in one place.
Deal Analytics & Reporting
Real-time analytics and customizable reports track key metrics, helping sales leaders make informed decisions and improve strategies.
Automation Features
Automation of tasks like follow-ups, deal updates, and contract generation saves time, reduces errors, and boosts sales efficiency.
Integration
Seamless CRM integration ensures real-time sync of deal and customer data, providing up-to-date insights for informed decisions.
Contract & Proposal Management
Tools for creating, managing, and sending proposals, quotes, and contracts, with e-signature integration, streamline deal closure and reduce delays.
Productivity
Improving deal manager productivity involves optimizing both individual and team performance, leveraging tools and technology, and refining processes
Advanced Filters
Use advanced filters to segment your data and identify the next steps for your sales reps. Save, reuse, and share filters with your team. You can also set a default filter and filter by custom fields for more precise segmentation.
Powerful insights
The Deals dashboard gives you a clear overview of your company's activities and how sales reps are managing deals. If the default dashboard feels cluttered, you can create custom dashboards with your preferred insight cards and set one as the default for easier access
Multiple Brands
Document management software supporting multiple brands, each customizable with unique colors, emails, and logos, ensures a seamless user experience. Manage documents, proposals, and agreements across subsidiaries in one intuitive solution to save time and close deals faster.
Two-Way Sync
Google or Outlook Calendar
This feature auto-syncs your activities with Google and Outlook Calendar, keeping your schedule updated effortlessly and saving you time.
Two-Way Sync
Email Client
Manage your email conversations in a unified, self-hosted CRM, where incoming emails are automatically linked to the relevant contact.
Let’s schedule
a live demo
A Deal Manager is a professional who manages the negotiation, structuring, and execution of business deals. Their role is critical in organizations where partnerships, acquisitions, sales, or other transactions are essential to business growth