Deal Management

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


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.

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.
Like what you see? Try Deal Management Database today!