Deals manager is lead management system & sales crm for organise leads, deals, task,contacts,pipeline,files.Deals management software for convert leads to sales and make profit.

FEATURES:-
Pipeline:Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.
|
Stages:Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.
|
Deal:Create deal and assign deal to users.Add task, source, product, comments, contacts in deal.
|
Report:See the report of deals in stages.Pie chart and table two types of reports.Check report of active deals,won deals,loss deals,price of deals.
|
Task Management:Admin/User can create task.Assign task to User.Add task in deal.
|
Contact Management:Create contacts and social details of contact.Add contact in deal.Add contacts in company.
|
Products:Add products in applications and assign products to deal.Set product quantity and discount on products.
|
Sources:Add deal sources in application and assign source to deal.Check all deals in source.
|
Support Tickets:Your clients can be open support tickets and you can give comments on tickets.
|
Messaging:You can send any private message to your client or client can send you any message.
|
Labels:You can add labels to deal.Different color labels can add to make the deal unique.
|
File Sharing:Add any number of files in deal and download that file later, add description to files.
|
Export:Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.
|
Companies:Add the company in your application and also add contacts in that company.
|
Activity:See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts.
|
Deal Activity:In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete.
|
Discussion:Can start discussion on any deal.The assign deal members can add comments in the discussion or reply to comment.
|
Notes:Add your private note in deal.The note can be seen only by you.Admin or client both can add there note in deal.
|
DEMO LOGIN DETAILS
ADMINISTRATOR:-
Username [email protected]
Password 123456
CLIENT
Username [email protected]
Password david123

Pipeline:
Stages:
Deal:
Report:
Task Management:
Contact Management:
Products:
Sources:
Support Tickets:
Messaging:
Labels:
File Sharing:
Export:
Companies:
Activity:
Discussion:
Notes: