Your pipeline, kept up to date in conversation
The Deals view is your sales pipeline: every opportunity with its stage, value and relation. You update it by telling what happened.
What you find in Deals
For each deal you see the relation, the stage, the expected value and the open tasks. You filter by stage or status and sort by what you want to see, such as the biggest opportunities first.
- After a meeting, say how it went and let the agent move the deal to the right stage.
- Ask which deals have been stuck for weeks.
- Turn a won deal into a project, open tasks included.
These agents work in Deals
Ask in the chat and the agent reads Deals, adds to it or updates it. You see the result right away.
Sales assistant
The Sales Assistant finds companies that match your target group, enriches them into leads with a contact person and contact details, and then prepares the conversation and the proposal. Price, promise and sending stay yours.
The tools behind Deals
Other views in the same category
Questions about Deals
What's the difference between a deal and a lead?
A lead is a company that might fit. A deal is a concrete sales opportunity with a relation you're already talking to.
What happens when a deal is won?
Then you turn it into a project. The deal's open tasks move along to the project.
See how Deals fits your work?
In a 15 minute strategy call we look at which agents and views fit your process.