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Deals are crucial to the sales process. EngageBay's Deals feature offers you powerful tools to convert every opportunity. With this, you can create multiple deal tracks with custom milestones, trigger automatic follow-ups and receive real-time metrics. EngageBay’s free CRM for small business with deals offers you a customizable sales platform for clearer insights, consistent results, and smarter sales force automation.
Add new events and opportunities and manage your sales pipelines more accurately. Integrate crucial information such as deal value, owner, probability and close date. Assign it to a particular track and use milestones to automate the sales process and then monitor its progress.
Deal nodes and triggers enable automation of follow-ups, expedites pipeline deals crm closure and engages new customers. Trigger automated workflows when a deal is won or lost, or whenever a milestone is changed. Automatically send emails, documents, texts and tweets. Automatically assign sales tasks to different team members.
EngageBay grows along with your business. As your business grows, use filters to find exactly what you're looking for with just a click. Find all pipeline deals crm belonging to a particular sales rep, filter by value range, or see only currently active opportunities. You can also import and export deals as CSV files.