Why Dealwise™ is Your Ultimate Choice for Deal Management System

In today’s time, it’s important for every company that does sales to use a CRM in order to increase its productivity, Dealwise™ can help you be more productive, close deals faster, organize your sales daily tasks and increase your company revenue, with our activities feature, you can create follow-up activities, add custom reminders for you or your team members, filter deals without any activities, with upcoming or activities that are due and needs to be finished, and never forget to call the client again. 

Each activity can be linked to many companies, contacts, and deals, everytime you visit their profiles, you will be able to tell the next action that needs to be taken.

With the built-in API, you can create deals, contacts, and companies from any third-party service, if you are not that techy to use an API, you can always use the CSV import feature with fields mapping, as an additional feature to create deals, you can create web forms that can be embedded on your website, the deal and the contact will be automatically created once the web form is submitted from your potential client that visited your website

Deals Management:

Create custom and multiple pipelines, manage deals and track the deal progress via stages with custom win probability that can be tailored to fit any company sales workflow. Includes deals kanban with drag and drop, custom card color, and advanced filters that will help you to focus on what matters next.

Document Management:

Document management software with built-in documents editor, create and send documents such as proposals, agreements, and quotes with an optional digital signature.

Multiple signers can sign the document, and tracking when the document was sent, opened, or signed is available as well.

Advanced Filters: 

You can use advanced filters to segment your data and easily identify the next step your sales reps need to take, save filters and re-use them for later, share them with other team members or mark your favorite filter as default. And one more thing, you can filter by the custom fields you added as well.

Customizable Fields:

The default fields are not suitable for your requirements? You can create new custom fields, and re-order the existing and hide fields as per your needs. You can tailor your Dealwise™ as your business requires.

Contacts & Companies Management:

Manage and create an unlimited number of companies and contacts, add notes, record calls and have a clear overview of all the deals, past communication, and notes. Save time and start managing your companies and contacts via Dealwise™

Activities & Reminders:

Our activities feature is crafted for your workflow and will help to increase company productivity, create follow-up activities, add custom reminder dates for you or your team members, add comments, and never forget to call the client again

Automation Workflows:

Do you need to assign an activity when a deal enters a specific stage or when a company is created? This can be automated just with a few clicks.

Dealwise™ offers several advantages for businesses

• Streamlined Deal Management: Dealwise™ provides a centralized platform for managing deals, contracts, and partnerships. It streamlines the process of negotiating, executing, and tracking deals with various stakeholders, including suppliers, partners, and clients. This can result in improved efficiency and reduced administrative burden for your business

• Enhanced Collaborations: Dealwise™ facilitates collaboration among internal teams and external partners involved in deal-making activities. It offers features such as document sharing, real-time communication, and task assignment, enabling seamless collaboration across departments and organizations. Improved collaboration can lead to faster decision-making and better outcomes for your business.

• Improved Visibility and Reporting: With Dealwise™, you gain better visibility into your deal pipeline, contract status, and performance metrics. The system provides customizable dashboards and reporting tools that allow you to track key metrics, monitor progress, and identify areas for improvement. This enhanced visibility enables more informed decision-making and helps you optimize your deal-making strategies.

• Risk Management: Dealwise™ includes features for identifying, assessing, and mitigating risks associated with deals and contracts. It provides tools for conducting due diligence, evaluating contract terms and conditions, and implementing risk mitigation measures. By proactively managing risks, you can protect your business interests and minimize potential liabilities.

• Compliance and Governance: Dealwise™ helps ensure compliance with regulatory requirements and internal governance policies. It includes built-in compliance controls, audit trails, and approval workflows to ensure that deals and contracts adhere to legal and regulatory standards. This reduces the risk of non-compliance and associated penalties, safeguarding your business reputation and financial well-being.

   

• Scalability and Flexibility: Dealwise™ is designed to scale with your business needs and adapt to evolving market dynamics. Whether you're managing a few deals or a large portfolio of contracts, the system can accommodate varying levels of complexity and volume. Its flexible architecture allows for customization and integration with other systems, enabling seamless integration into your existing workflows. 

   

  Overall, Dealwise™ offers a comprehensive solution for optimizing deal-making processes, enhancing collaboration, mitigating risks, and ensuring compliance. By leveraging this platform, your business can streamline operations, drive growth, and achieve greater success in today's competitive marketplace.

   

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