Deal Tracking Software

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

It assists in identifying opportunities earlier, move deals faster and ultimately lead to revenue growth. With machine learning and artificial intelligence helps to reps prioritize opportunities of high value so they can take care of them in a way that is appropriate. It lets you automate your playbooks and monitor the most important metrics that are important to your business.

With FreshSales, you can build an individual sales pipeline that includes different stages to map your entire process from lead generation to closure and beyond. Track events in chronological order to view your contacts engagement levels in one location and pinpoint areas for improvement. Intelligent automations and integrations make it easy to manage your clients even on the move.

You can manage your deals just as effortlessly as you manage your clients, by using a deal screen that appears just like whiteboards. You can add appointments, notes attachments, notes, and other contacts. Create custom deal screens that correspond to the business models for each of your departments like one for software and another for mortgages. From the dashboard, you can easily change between deals by hitting the button. Additionally, you can use Zia our smart assistant to help you stay in the loop with your day-to-day tasks using a quick search and voice commands.

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