Deal Management
What would Deal Studio be without deal management?
We offer custom pipelines to automate your workflow. They are designed to streamline all the individual tasks and emails involved in managing your deals.
Once you see how our management system works, you’ll understand why our platform is a true game-changer.
Features Include:
Deal Pipelines & Stages
Now you can track all processes, deals, and workflows. Simply use our standard pipelines and stages, customize them, or create your own. Then start the process with any contact and move them through the designed path.
Features Include:
- Utilize our default paths for buyers, sellers and prospects
- Customize the stages, add new stages, or customize the entire process
- Add as many deals per contact as needed
Deal Organization
Manage and store all the specifics of each and every deal. Our system allows you to view all deals in a pipeline. This will empower you to see the big picture overview. At a moment’s glance, you’ll see the stages each of your contacts are currently in.
Features Include:
- Deal specific tasks, notes & emails
- Multiple views, filtering and exporting of deal data
- Track “Next Activity” for every deal and make sure nothing is missed
- Manage deal value, deal owner, related contacts, status and add custom fields
Deal Automations
As deals advance from stage to stage, you can automate emails, notifications, text messages, tasks, notes, tags and other updates for the assigned contacts or deal owner.
Features Include:
- Send emails to contacts assigned to a deal as it moves to a specific deal stage
- Create tasks as deals advance through deal stages
- Send access to files and folders of secure documents as deals advance
Deal Insights
Now that you have all of your deals managed and organized, you’ll want to run reports, export data, send targeted email blasts, and provide access to your buyers and sellers through your website.
Features Include:
- Run reports on all of your deal information and activity
- Perform advanced searches on deals and then send targeted emails or export the results
What Clients Say About Us
Our clients are getting excellent results. To us, that’s the best proof that our approach is highly effective.
Take a look at some of these recent client recommendations.
