Deal Trackers
Establish deal management, craft proposals complete with quotes and contracts, engage with clients, and enjoy automated deal tracker actions at each stage.
Campaigns are coming soon!Big news! Campaigns are coming soon!
How It Works
Deal Generation
Attach Scheduling Links, Contact Forms, Dynamic Forms, and Bio Links to Your Pipeline for Enhanced Deal Flow. Once these channels are set up, every interaction triggers automatic creation of a new deal in your deal tracker.
Tracker Automation
Streamline your deal tracker management!
Select from four distinct deal tracker automations: streamline communication with message automation, effortlessly schedule meetings using the meeting automation, deliver proposals through the proposal automation, and seamlessly transition deals into projects via the project automation.
Select from four distinct deal tracker automations: streamline communication with message automation, effortlessly schedule meetings using the meeting automation, deliver proposals through the proposal automation, and seamlessly transition deals into projects via the project automation.
