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
  • ...

Let us know what you're looking for

Do you prefer to ask us directly?

Call us +420 605 203 938 (the Czech Republic)

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