Deal tracking software helps companies to manage the process of converting potential customers into sales leads. By adopting best practices, it provides transparency and accountability across teams and maximizes results.

It helps to spot real opportunities earlier, and move deals faster and ultimately lead to revenue growth. Artificial intelligence and machine learning assist reps in identifying high-value prospects so they can cultivate them in the right way. It allows you to automate your playbooks and monitor the most important metrics that are important to your business.

FreshSales allows you to build a custom sales funnel with various stages that will map your entire sales process, from lead generation to closing. Track events in an orderly timeline to view the engagement levels of your contacts in one place and quickly identify areas that could be improved. Intelligent automations and integrations help you to manage your clients even on the moving.

With the help of a deal screen, which looks like a whiteboard it is possible to manage your deals just like you manage your clients with the ability to add notes or appointments (calendar), attachments and contacts. Create custom deal screens that are based on the business type for every department like one that is for software and another one for mortgages. From the dashboard, you are able to quickly switch between deals by clicking an icon. Additionally, you can use Zia our intelligent assistant to keep you in the loop with your day-to-day tasks by using a quick search and voice commands.

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