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FEATURES > DEAL MANAGEMENT
Delight your sales team
Hoàn thành mục tiêu bán hàng của bạn bằng cách tập trung vào các giao dịch phù hợp và dự báo chính xác với hệ thống Giao dịch Vtiger.
What is Deal Management?
Deal management system helps manage the deals in your sales pipeline by executing the deal workflows and establishing deal parameters.
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Focus on deals more likely to succeed
Use One View to spot deals with the highest chances of closure with advanced lead, profile, and sentiment scoring using Calculus AI. Close deals swiftly with essential data relating to past key interactions of a customer.
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Set up effective paths for sales progression
Define activities that the sales team must perform at each sales stage so deals progress smoothly.
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Flexibility in deal views
Check out your deals in the List View or Kanban View. While the List View displays your deals in a list form, the Kanban View shows them as cards in the form of a visual storyboard.
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Experience a new level of convenience
Create deals on the run
Save time creating deals from any screen using Quick create. Enter just a few necessary details and you are good to go!
Link quotes to deals
Ensure consistency across deals and quotes by syncing them. Line items you add to a quote are automatically added to the related deal when syncing is enabled.
Change deal pipelines for better compliance
Move deals to different pre-configured pipelines as needed. The CRM records a deal's time spent in all sale stages, helping you map them to different pipelines easily.
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Get more out of your data
Easily convert deals to projects
Specify the mapping between deal attributes and project attributes to ensure efficient conversion of a deal to a project.
One View has all the answers
Vtiger's One View puts everything related to a deal in one place making it both time-efficient and easy to work with deals.
CASE STUDIES
Why our customers love us
Sales Productivity
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Automate
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
Customer base Growth
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
Sign up for Vtiger to focus on the right deals and achieve your sales goals faster.
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