Deal tracking software aids companies to manage the process of converting potential customers into sales leads. By using best practices, it ensures transparency and accountability across teams, and improves results.

It helps identify real opportunities sooner, progressing deals faster, and ultimately promoting revenue growth. With machine learning and artificial intelligence helps to prioritize high-value opportunities so reps can manage them accordingly. It allows you to automate your playbooks and monitor the most important metrics to your business.

With FreshSales you can build a custom sales pipeline using different stages to map out your entire process from lead-generation to closing and beyond. Track events in a chronological timeline, allowing you to see the engagement levels of your contacts in a single view and quickly identify areas for improvement. With intelligent automations and integrations, it is easier to keep track of the management of your clients, even when you’re traveling.

You can manage your deals as easy as managing clients, with a deal screen that appears just like whiteboards. You can add notes, appointments, attachments, and related contacts. Create customized deal screens that align with the business models for each department, such as one that is for software and another one for mortgages. You can then quickly switch between deals with a press of a button from the dashboard view. Zia the smart assistant can assist you in staying on top of your daily tasks with voice commands and the ability to search quickly.

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