Deal Tracking Software

Deal tracking software helps companies to manage the process of turning potential customers into sales leads. By applying best practices, it helps ensure transparency and accountability among teams and enhances outcomes.

It helps identify opportunities earlier, move deals faster and ultimately lead to revenue growth. With machine learning and artificial intelligence it helps reps prioritize opportunities of high value so they can manage them accordingly. It allows you to automate your playbooks and track the most important metrics to your business.

With FreshSales it is possible to create an individual sales pipeline that includes different stages that map your entire process from lead generation to closing and beyond. Keep track of events chronologically to view your contacts engagement levels in one place, and identify areas for improvement. Intelligent automations and integrations allow you to manage your clients even when you are on the on the move.

You can manage your deal as simply as you manage clients, using an interface that appears just like whiteboards. You can add notes, appointments, attachments, and related contacts. Create different deal screens to correspond to the business requirements of each of your departments such as one for your software, and another for mortgages. It is then easy to switch between deals at the press of a button on the dashboard view. Additionally, you can use Zia, our smart assistant to assist you in staying on top of your day-today tasks with a quick Google search and voice commands.