Deal Management
Your deals, organized
Everything related to the deal
Clear and consolidated
- Contracts and all documents stored with the deal
- All communication with the customer archived with the deal
- Internal discussions about the deal
- Key information
- The team working on it, including hourly rates
- Tasks for resolving the deal
- Pricing calculations and invoice preparation
- ...
For a new deal
Everything important, all in one place
- Record customer information
- Assemble the team that will work on it
- Plan activities and use prepared workflows
- Prepare a budget and track expenses
- Stay updated and monitor all changes
Track your deals
Your deals
- A clear list of all deals
- View a calendar of deals and the tasks addressing them
- Compare deal sizes and profitability
- Track time requirements
- Get an overview of team tasks
- Access a work schedule
- Leverage sorting, searching, and exporting options
- ...