CRM / Deals

Deals

With QuickBPM it is easy to track your deals throughout different pipelines. The data is always at hand, you can open a deal's page and view the customer company's name, contact person, revenue forecast, current status, etc.

Here is how the Deals work:

  • Deals can be created only in a certain pipeline.
  • You can link a deal to a contact or a company, or both.
  • Deal activities such as phone calls, online meetings and emails are recorded on the deal's page. This way you can track the customer relationship through the whole sales process.
  • Since a deal is linked to a contact and/or company, any changes made to one of the latter will be shown on the deal's page.
  • You can import deals into QuickBPM in CSV or XLS.
  • You can track the progress of your deals with the deal dynamics and revenue forecast reports.