Clicky

Powerful Deal Management Software

Get complete visibility of your deals across stages and move them between stages in simple steps.

Deal Management Software

Prioritize, track, monitor and close deals like never before.

Manage your deals visually in one place

The only way to improve revenue is to close deals faster. This however requires rightly identifying the sales opportunities and tracking them from start to end. For most sales teams at growing companies, this often remains a challenge. Capturing, organizing, monitoring and tracking opportunities becomes a bigger challenge when sales team members do not have a single place to refer to. All this results in chaos, lost productivity and ultimately lost revenue.

Deal management software offered by EngageBay streamlines the sales processes and improves efficiency. Adding deals, managing pipelines, tracking progress is simple and easy.

EngageBay gives you complete visibility into your deals across all stages. Visually you can monitor how many deals are in each stage, sort and filter by their expected close date, and make meaningful decisions. Let EngageBay manage your deals while you focus on selling.

Multiple deal tracks

Create multiple tracks for your deals to match your business needs. Manage each track effectively by updating the stage as they are achieved.

Prioritize deals based on the progress and avoid spending time on manually finding high potential deals.

Our best deal management software allows you to effectively manage all your tracks and ensure you never lose out on a great opportunity.

Multiple deal tracks

Simple pipeline management

Manage your sales pipeline real-time, to identify individual and team performance. Figure out the highs and lows, take appropriate actions to meet your goals.

Simple pipeline management

Visual sales pipeline

EngageBay provides a visual representation of what is in your pipeline so it becomes easy to see where you are on each deal and make smart decisions.

Within each deal stage, you can also see exactly where each opportunity lies, how long it’s been there, whether it’s overdue, and other factors.

Visual sales pipeline

Deal status at a glance

Get an instant view into your sales pipeline by looking at the number of deals in each stage. This will provide you deep insights into the sales processes, business numbers you can expect in coming days and several other valuable information.

Deal status at a glance

Simple drag-and-drop operations

Moving deals between stages is quick and easy with EngageBay's Deal Management software. Simply drag and drop any deal into any stage you wish. Absolutely zero learning curve. You can also move the deal to win or lose based on the outcome, through a simple drag and drop operation.

drag and drop any deal

Related Blog Posts

SALES OPPORTUNITIES

6 WAYS TO IDENTIFY SALES OPPORTUNITIES AND CLOSE THE DEAL

As a salesperson, there are few feelings more exciting than closing the deal and making that sale.

CUSTOMER RETENTION

SALES PROCESS: HOW TO CREATE THE PERFECT ONE

Working in sales means there is the freedom to be your own boss while still having a fixed income without going through the rigors of entrepreneurship.

SALES PIPELINE

ESSENTIAL SALES PIPELINE STAGES EVERY BUSINESS CAN USE

Now that half of the fiscal year is over, you’re probably in the stage of reviewing, maybe even updating the pipeline development methodology for your business.

B2B SALES TECHNIQUES

11 B2B SALES TECHNIQUES YOUR BUSINESS SHOULD USE IN 2020

Now that we’re almost halfway through 2020, what is your company doing to meet its B2B sales goals?

SALES FORECASTING

SALES FORECASTING STRATEGIES AND EXAMPLES FOR A SUCCESSFUL 2020

You don’t know where the year went, but somehow, 2020 is almost here. One area you want to focus more on for the first quarter of the coming year is your company’s sales strategy.

small business crm

CAN YOUR SMALL BUSINESS SURVIVE WITHOUT CRM? THINK AGAIN!

This is a customer-centric era. Regardless of what industry you are in, or what your products or services are, you need to prove that you understand your customers – and show you can deliver on their needs.

Get Started
This website uses cookies to ensure you get the best experience on our website. Learn more