Deal tracking software can help businesses manage the conversion of potential customers into sales leads. By applying best practices, it helps ensure transparency and accountability across teams, and improves the results.
It helps in spotting real opportunities sooner, progressing deals faster, and ultimately promoting revenue growth. With machine learning and artificial intelligence helps to reps prioritize opportunities of high value so they can manage them accordingly. It lets you automate your playbooks and track the key metrics that matter to your business.
With FreshSales you can build your own sales pipeline, which is customized with different stages that map your entire process from lead-generation to closing and beyond. Keep track of events in chronological order to see your contacts’ engagement levels in one place and pinpoint areas to improve. Intelligent automations and integrations make it easier to manage your clients even on the moving.
You can manage your deal as effortlessly as you manage your clients, by using a deal screen that appears just like a whiteboard. You can add appointments, notes attachments, notes, and related contacts. Create different custom deal screens that match the business types of each of your departments such as one for your software and another for mortgages. You can switch between deals at the click of a button from the dashboard view. You can also use Zia, our smart assistant, to keep you on top of your day-to-day tasks using a quick search and voice commands.