Features
Capture leads effortlessly through web forms and landing pages. Never let a potential client slip through the cracks.
Deal Progress Tracking
File Management
Meeting Scheduling
Automated Follow-ups
Collaborative Workspace
Analytics and Reporting
We help you to streamline your process
Tailor to Your Needs
Customize your dealboard to align with your specific process. Create stages and workflows that suit your business requirements.
Effective Collaboration
Facilitate seamless collaboration among team members. Share feedback, communicate, and brainstorm within your dealboard workspace.
Deal Scoring System
Use a scoring system to prioritize deals based on their potential success, helping you focus on the most promising opportunities.
Integrative Calendar
Integrate your deal calendar with your overall schedule to streamline meeting planning and avoid scheduling conflicts.
Data-Driven Success
Access detailed reports and analytics. Understand your business better and plan for growth.
Import and Export Data
Easily import and export data to and from your CRM. Keep your records up to date effortlessly.