Deal Management Software
Handle your deals effortlessly with Office24by7 Deal Management CRM.
Maximize Conversion and Increase Your Sales with Office24by7
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Comprehensive View
You can check your dashboard and have a look at the deals that are present in different stages in our deal management software. The best thing about Office24by7 sales CRM is that you can also check the worth of each deal in the deal management process. You can ask your agents to focus on the more worthy deals or the ones that can be closed by taking action.
Set Sales Goals
Set your agents’ sales goals and track their progress in Office24by7’s deal management system. You can either set revenue goals or the deals. Put the right time limit and start tracking in our deal management software. The entire process is simple and easy. This will also help in knowing the successful products, growth areas you must focus on, and many more.
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Easy Filtering Options
With Office24by deal management system, you can easily filter the required deals and set priorities accordingly. You can categorize these deals according to their progress. The best part about our deal management CRM is that you can set up different stages and operate along with them according to your priorities.
Automate Follow-Ups
When you opt for Office24by7 deal management software, your agent doesn’t necessarily have to follow up with your deals all the time. You can set up the marketing campaigns, and emails will be triggered according to the preset time. You don’t have to spend extra time on these follow-ups when we have everything automated for you. The Office24by7 deal management system allows you to customize these follow-ups according to your requirements.
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Reports and Analytics
You can stop worrying about the lost deals and start focusing on the right deals with Office24by7. Our sales CRM will give you the analytics you can use to determine where to spend your time and resources. This way, you can make the most out of each deal.
Experience Enhanced Sales Like Never Before!
Ease of Availability
Now you can stay in touch with your clients/deals at any time of the day with our sales CRM. Nurture and close the deals at any time, any place.
In-Depth Analysis
Focus on the Right Deals
Revenue Forecast
Greater Productivity
Set Deal Parameters
Renewal Reminders
Unclog the Pipelines
Cross-sell and Upsell
Create Different Opportunity
Push Notifications to the Rescue
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Real Estate Deal Management
Track and manage property listings, buyer inquiries, offers, and negotiations. Check the status of each deal, track the source, and schedule property viewings. Enjoy peace of mind in managing deals.
, and collaborate with clients and other parties involved in the transaction. Manage multiple deals simultaneously.
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Vendor Management
Manage multiple vendors and suppliers for sourcing products or services. Deal management software helps in managing vendor relationships, negotiating contracts, and tracking vendor performance.
It allows businesses to keep track of contract terms, pricing, delivery schedules, and payment terms.
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Channel Partner Management
Companies relying on channel partners to distribute products use deal management software to manage partner relationships and agreements. Track leads and manage marketing campaigns.
Negotiate partner agreements and tracking partner performance. Deal management software helps in ensuring alignment between the company and its channel partners, optimizing partner engagement, and driving mutual growth.
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Investor Management
Investment firms and financial institutions can use deal management software to manage investment opportunities, track investor inquiries, and facilitate deal negotiations.
This includes tracking investor communications and interactions as well as managing documents such as investment proposals, term sheets, and investment agreements. Deal management software helps streamline the investment process, ensure compliance with regulatory requirements, and optimize deal execution.
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Frequently Asked Questions
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