Deal Management
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.
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.