Deals CRM

Represent qualified leads as sales opportunities that are actively moving through a pipeline towards becoming customers.

Represent the different business processes, such as sales workflows, that guide leads through conversion.

Are the individual steps within a pipeline that a deal progresses through to complete the process.

Users can manually add new deals by filling out a form with relevant information.

Displays pipelines and their stages horizontally, with deals stacked vertically under each stage.

Allows users to easily move deals between stages within the horizontal pipeline view.

Displays deals vertically, grouped by their associated tasks, providing a to-do list for engagement.

In Tasks View, deals can be grouped by overdue, upcoming, and scheduled tasks, as well as deals without assigned tasks.

In Tasks View, users can group pending tasks by the stage the deal is currently in.

Users can choose which data points are visible on the deal cards within each stage and where they appear on the card.

When creating pipelines, deals can be automatically assigned to team members using a round-robin system or based on deal value.

When creating a deal, users can manually select the team member responsible for it.

The system can automatically create deals based on triggers within automations (e.g., a contact reaching a specific lead score).

When automating deal creation, personalization tags can be used to automatically generate unique names for each deal based on contact information.

Assigning values to deals helps users forecast potential revenue.

The CRM allows users to identify strong and weak stages in their pipelines by tracking where deals are won and lost.

Users can filter deals by status (open, won, lost), contact tags, owners, creation date, update date, value range, associated tasks, and keywords.

The system maintains a record of which internal team members are responsible for specific deals.