Deal tracking software can assist businesses manage the conversion of potential customers into sales leads. It maximizes the effectiveness of sales by providing transparency and accountability within teams.

It helps identify real opportunities earlier, advancing deals quicker and ultimately boosting revenue growth. With artificial intelligence and machine learning helps to identify opportunities that are worth the money so that reps can take care of them in a way that is appropriate. It also allows you to automate playbooks and enables you to monitor the key metrics and performance factors that are important to your business.

FreshSales allows you to create an individual sales funnel, with various stages that map your entire sales cycle, from lead generation to closing. Track events in an orderly timeline to view the engagement levels of your contacts in one place and easily identify any areas for improvement. With intelligent automations and integrations, it is easier to keep track of your client management when you’re traveling.

With an offer screen that appears like a whiteboard and allows you to manage your deals just like managing your clients. This includes the possibility of adding notes and appointments (calendar) attachments, and other contacts. Create customized deal screens that align with the business models for every department such as one that is for software and another one for mortgages. From the dashboard, you can quickly change between deals by hitting a button. You can also make use of Zia, our smart assistant to keep you in the loop with your day-to-day tasks with a quick search and voice commands.