Deal Tracking Software

Deal tracking software can help companies convert potential customers into sales leads. By using best practices, it provides transparency and accountability across teams, and improves the results.

It helps in spotting real opportunities sooner, progressing deals faster and ultimately driving revenue growth. With machine learning and artificial intelligence it helps identify opportunities that are worth the money so that reps can take care of them in a way that is appropriate. It allows you to automate your playbooks as well as monitor the most important metrics to your business.

With FreshSales, you can build a custom sales pipeline using different stages that map your entire process from lead-generation to closing and beyond. Keep track of events on a chronological timeline so you can see the engagement levels of your contacts in one glance and easily spot areas that could be improved. Intelligent automations and integrations make it easier to manage your clients even when you are on the move.

You can manage your deals just as easy as managing clients, by using a deal screen that looks like whiteboards. You can add notes, appointments attachments, notes, and other contacts. Create a variety of custom deal screens to correspond to the business requirements of each of your departments – say one for your software and one for mortgages. It is then easy to change between deals with the click of a button from the dashboard view. Zia, the smart assistant will help you stay on top of your daily tasks with voice commands and the ability to search quickly.

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