Deal Tracking Software

Deal tracking software helps companies to manage the process of turning potential customers into sales leads. It maximizes the effectiveness of sales by providing transparency and accountability within teams.

It assists in identifying real opportunities earlier, making deals quicker and ultimately boosting revenue growth. With machine learning and artificial intelligence can help reps to prioritize opportunities with high value so they can cultivate them according to. It also allows you to automate playbooks and enables you to monitor the important metrics and performance that matter most to your business.

FreshSales lets you build an individual sales funnel, with different stages that track your entire sales process from lead generation to closing. Track events in an orderly timeline to view the engagement levels of your contacts in one place and quickly identify areas that could be improved. With intelligent automations and integrations, it is easier to keep track of your client management when you’re out and about.

You can manage your deals just as simply as you manage clients, using a deal screen that looks just like whiteboards. You can add appointments, notes attachments, notes, and related contacts. Create a variety of custom deal screens to correspond to the business requirements of each department like one for your software and one for mortgages. It is then easy to switch between deals at the press of a button on the dashboard view. You can also use Zia, our smart assistant to help you stay on top of your day-today tasks by using a quick search and voice commands.

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