Sales & Deal Management
Close deals faster with full pipeline visibility
About this Module
Gives sales teams a complete view of every deal from opportunity to close. Manage pipeline stages, forecast revenue, track proposal versions, and automate follow-up sequences. With real-time analytics on deal velocity and win rates, no opportunity slips through the cracks.
Key Features
How It Integrates
Receives qualified leads converted into deal opportunities with full contact history
Triggers commission calculations when deals are marked as closed-won
Creates invoices and revenue entries when deals close, syncing payment terms
Ideal Use Cases
Track property deals through stages from viewing to offer to completion with document management at each milestone
Manage project-based sales cycles with SOW versioning, approval workflows, and revenue recognition scheduling
Monitor policy renewal pipelines with automated reminders and lapsed-policy re-engagement
Product Preview
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