Deals |
Data Management meets AI: Three AI-powered Features that changes how we think about Data & AI
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Turn business opportunities into profitable orders.

Combine your leads and follow-up communication into one system, with priorities, important attachments, turning them into a profit. All you need is a few clicks.

Screenshot of the module Deals

Coordinate the whole sales process

Enjoy the advantages of the automatic connection with the other modules of the sales process (Contracts, Orders, Offers, purchases, etc.) and never again enter the same data more than once.

Discover the potential of sales data

Find the strengths and weaknesses of your sales process and increase the success rate of the upcoming sales opportunities.

Prioritize the profitable opportunities

Opportunities with the most significant profit and probability of success won’t disappear from your view. Just add a status to them or mark them with tags.

Keep every business case under control

You’ll gain control over the transformation of the lead into the order thanks to the well-arranged timeline. You can use it to view the development of the opportunity, milestones of the negotiation, and all the important changes.

Sharing data with a follow-up order

After successfully closing a business opportunity, create a follow-up order with just one click and start working on its realization.

Automated actions and notifications

Set up the automated actions connected to dates, changes in status or time without action – and never again miss any business opportunity.

Tools for team cooperation

Cooperate inside the module and delegate the tasks with the overview of the changes done and comments.

Integration of other modules

Integrate the sales opportunities with other modules, like Tasks, Calendar or Notes and use them to turn the lead into an order.

Integration with the contact database

Set up the automatic adding of data about the products bought or the value of open and closed orders to the contact.