Deal Management Database

This preconfigured web-based database allows to keep all your contacts, files, documents, notes, maps, directions for a deal in one place.

Description

Deal Management database allows you to store everything you need to get the deal closed in one place.

What's Tracked?

  • Deals - database is built around deals. A deal is a business opportunity.
  • Contacts – all of your contacts supporting your deals.
  • Tasks - a simple todo lists.
  • Milestones - a special milestones and dates to the deal.
  • Reminders - alarms or messages that remind you to do something.
  • Notes - like sticky notes for something you want to remember.
  • Files - file attachments.
  • Maps - addresses with maps.
  • Links - links to competitors or to your prospect's site.

Structure

Screenshots

Deal
Deal
Contact
Contact
Activity
Activity

To help you make the system work for your needs, we have developed the following service program:

  • Discuss your needs with our staff.
  • We'll determine and confirm the workflow logic of your database.
  • We'll create a ready-to-use database to fit your exact business model.
  • You'll get a solution designed especially for your needs.

Any support materials, such as spreadsheets and real-life work samples would be very helpful as they would help us better understand your business process.

We offer free system configuration assistance (up to 4 hours of consulting work). If you decide that our database is not exactly what you need - you owe nothing.

Contact Us

Do you need help?

Questions? Call us at +1-847-465-3930.
Contact Us and we'll give you a Quick Start for free.
Hire one of TeamDesk Experts for specific help.