Deal Management
Track opportunities through each pipeline stage with real-time insights. Improve win rates with forecasting, activity tracking, and deal intelligence.
Deal Pipeline Management
Visually manage deals across multiple pipelines with full visibility into stages, priorities, values, and expected close dates.
- Multiple Deal Pipelines
- Drag-and-Drop Stage Movement
- Deal Status Indicators
- Deal Value & Probability
- Custom Pipeline Views
- Stage Automation Rules
Deal Stages & Progress Tracking
Track deal movement across stages with automated progress updates, probability scoring, and next-step guidance.
- Stage-by-Stage Progress
- Probability Updates
- Custom Stage Definitions
- Auto Stage Advancement
- Next-Step Recommendations
- Deal Health Indicators
Products & Pricing Integration
Attach product catalogs, pricing, discounts, and tax rules directly to deals for accurate quoting and value estimation.
- Product Catalog Mapping
- Price Books & Discount Rules
- Tax & Currency Management
- Quote Value Calculation
- Multi-Product Deals
- Automatic Total Computation
Deal Activities & Follow-ups
Monitor every call, email, meeting, task, and negotiation update linked to a deal for complete engagement visibility.
- Deal Activity Timeline
- Call & Meeting Logs
- Email Integration
- Task Reminders
- Follow-Up Automation
- Next-Action Tracking
Deal Forecasting
Predict deal outcomes and revenue expectations using probability models, deal value, and sales rep performance insights.
- Forecast by Pipeline
- Probability-Based Revenue
- Sales Rep Forecast View
- Product-Based Forecasting
- Weighted Pipeline Metrics
- Custom Forecast Models
Competitor Tracking
Track competitors involved in each deal, analyze strengths/weaknesses, and improve win strategies with data-driven insights.
- Competitor Profiles
- Competitive Positioning
- Deal-by-Deal Competitor Mapping
- Win-Loss Analysis
- Strength & Weakness Comparison
- Competitive Insights Dashboard