Deal Trackers

Establish deal management, craft proposals complete with quotes and contracts, engage with clients, and enjoy automated deal tracker actions at each stage.

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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.
Projects Hub Quotes

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.
Projects Hub Quotes