Deal tracking software aids companies to manage the process of converting potential customers into sales leads. It maximizes the effectiveness of sales by making sure that transparency and accountability are maintained within teams.
It helps identify real opportunities earlier, making deals faster and ultimately driving revenue growth. With machine learning and artificial intelligence helps to identify opportunities that are worth the money so that reps can nurture them accordingly. It lets you automate your playbooks and monitor the key metrics that matter to your business.
FreshSales allows you to build a custom sales funnel with different stages that define your entire sales process, from lead generation to closing. You can track events in a chronological timeline so you can see the engagement levels of your contacts in a single view and easily identify any areas that could be improved. Intelligent automations and integrations help you to manage your clients even on the mobile.
You can manage your deal as easy as managing clients, by using a deal screen that appears like a whiteboard. 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, such as one for software and another for mortgages. You can quickly switch between deals at the press of a button on the dashboard view. You can also use Zia our smart assistant that will help you stay on top of your day-to-day tasks using a quick search and voice commands.