Deals Management To Create Sales Pipeline

Get the clear picture of your potential buyers by creating deals. Deals are potential sales (revenue), which can be generated from a customer.
Deals will help you to understand your sales pipeline for the future by
  • Predicting the closure dates
  • Performance based on Won or Lost deals
  • Providing customer's turn around time.
  • and more...
Limited Period Offer
$ 1.49
per user for all features
Sales Pipeline
Deals Management

Building sales pipeline will give you an easy way to understand your future revenue at any particular month or day.

In simple terms a deal is a revenue opportunity from the client. You can create multiple or repeated deals for customers with expected revenue & closure date.

This will ensure better conversions and also gives clear picture to your sales team about their targets.

Build Your Sales Funnel With Deals

Manage deal parameters, create proposals & quotes. With deals you can execute workflows around deals to properly define the goals.
Unlimited Deals
Understand Customer Journey

Create a deal for every product/invoice. Single dashboard to check all deals & to get Customer LTV.

Accurate Sales Forecast
No More Guess Work

Get accurate sales forecast figures based on the deals closing date.

Sales Team Performance
Evaluate Productivity

Get average turnaround time, deal value, won vs lost performance and other analytics to judge performance.

Automate Marketing
Based On Open Deals

Customer not responding after initial response? Automate marketing for them based on Deal status and value.

All the essential tools to run your business smoothly...

Best Features Of

We don't compromise on the features just because we are selling an affordable CRM.
Contact Management
Manage your contacts like a boss, every communication, every minute detail at your disposal in seconds.
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Cloud Telephony (ZipCall)
Are your customers based in different countries? Don't worry, let them call right from your website with ZipCall for free.
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Send invoices to your customers in a jiffy. All the details are automatically fetched from CRM.
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Ticketing System
Better support helps to retain customers & let them self resolve their issues. With proper ticketing system you can offer 24x7 support.
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Marketing Automation
Automate your marketing & run campaigns without human intervention. Send Email, SMS, WhatsApp messages on rulesets based on your business needs.
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Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.
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Bulk Email Campaigns
Email is still has the best RoI. Run bulk email campaigns right from the CRM panel using any email service provider.
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Bulk SMS Campaigns
SMS is cheap and gives you best open rate. Run the bulk email campaigns right from the CRM panel using any SMS service provider.
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Custom Forms
Create forms as per your requirement and attach to the customer's profile. Get the data as you want and require.
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Deals Management
Always have your sales pipeline on your fingertips. No need to ask your team members or searching on the CRM.
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Create custom proposals for your customers and send them as a PDF attachment. You can also create templates which can be used by every employee.
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Daily Digest
All the tasks, missed followups, recommendations on a single screen. Get charts & graphs about sales performance and take actions on it.
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Employee Tracking
No more guess work on whether your field employees are working or not? Get real-time reporting & location on your mobile or web-panel.
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Lead Management
Automatically distribute leads to multiple users based on different parameters, shifts and work load.
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File Manager
Upload files like KYC documents, proposals, images, zip-docs or anything related to customers and access them anywhere.
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Fully Customisable
Fully customisable CRM based on your requirements. Add products & services, lead status or almost anything.
Ready to use integrations with most popular sites used for lead generation like Google-Ads, Facebook/Instagram, JustDial, IndiaMart.
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Create your own filters to get custom reports based on exhaustive search criteria. Create any type of report easily.
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Task Scheduler
Create & schedule tasks to get a reminder automatically before the meeting or followup. Forgetting a meeting is a thing of past.
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Send data to any third party software easily. A simple way to use one-way APIs.
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Believe us, the list doesn't end here, we have just started.