NOTE: This is currently in Beta testing mode

Great for companies that need a deal process for sales in areas other than recruiting e.g  pitching for service agreements, RPO projects - anything that involves a deal process.

This deal process is designed to help sales teams manage intricate or lengthy sales processes and help sales focus on actions that close deals.

  1. Set up and configure pipelines and stages to match your deal processes

2. Add custom deal fields & configure deal summary - see what you want to see.

3. Quick Add new deals

4. Visualize, Track & Manage Deals:

  • Mark Won / Lost
  • Move Deals down pipeline
  • Delete deals
  • Track Profit Splits
  • Cost of Sales
  • Action Logs

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