.svg)
.svg)
.svg)
Tracking deals efficiently can increase your sales closure rate by up to 45% (HubSpot). If you're looking to streamline your sales process and close more deals, these software tools are your game-changer.
10 Deal Management Tools
1. DealMaster Pro
DealMaster Pro is a powerful deal management software designed to help track deals efficiently. It provides a clear overview of all your deals in one place, making it easy for sales teams and customers to stay organized.
- Key Features:
- Customizable Deal Stages: You can create deal stages that fit your sales process.
- Pipeline Management: Easily track the deal pipeline to see where each deal is and what needs to be done next.
- Detailed Analytics: Get insights on deal progress and sales performance, so you know where to focus your efforts.
- Pricing: Starts at $29/month per user. They also offer a free trial for new users to test it out.
- G2 Rating: 4.5/5 stars – Users praise its easy-to-use interface and strong tracking features.
Pros: User-friendly, customizable deal management process, strong customer support.
Cons: Limited integration with other CRM systems, which may make it challenging for some businesses.
2. Trackify
Trackify is deal management software that focuses on helping sales teams track deals through every step of the sales pipeline. It aims to help you close deals faster by organizing your sales funnel.
- Key Features:
- Automatic Deal Tracking: Trackify automatically updates deal progress as sales reps work on deals.
- Visual Sales Pipeline: Get a "bird's eye view" of where all your deals stand.
- Smart Alerts: Trackify sends reminders for follow-ups so no potential sale slips through the cracks.
- Pricing: Plans start at $19/month per user, with options for both small teams and larger enterprises.
- G2 Rating: 4.3/5 stars – Many users appreciate its visual pipeline and easy tracking features.
Pros: Affordable, easy to set up, helpful alerts to track deal stages and deal performance.
Cons: Some users find that it lacks advanced analytics for deeper data insights.
3. CloseNow CRM
CloseNow CRM is a complete customer relationship management (CRM) tool that also excels in deal tracking. It’s designed for sales reps who need to manage multiple deals efficiently.
- Key Features:
- Centralized Deal Tracking: Track all your deals and customer data in one place.
- Sales Process Automation: Automate repetitive tasks, like follow-ups, to keep your sales process running smoothly.
- Team Collaboration: Share deal information easily with your sales team to make sure everyone is on the same page.
- Pricing: Starts at $25/month per user, with more features available at higher-tier plans.
- G2 Rating: 4.6/5 stars – Users love the teamwork features and how well it integrates into their daily sales routine.
Pros: Excellent for managing multiple deals, strong team collaboration features, effective automation of sales tasks.
Cons: Slightly higher price point for full features, may take time to learn for new users.
4. DealFlow Tracker
DealFlow Tracker helps you see every step of your deal pipeline. It’s a tool designed for sales teams who want to organize and keep track of all their deals in one place.
- Key Features:
- Real-Time Tracking: You can track deals as they progress through different stages of your sales pipeline.
- Visual Dashboard: Provides a clear view of all your deals, making it easy to understand which deals need immediate attention.
- Deal Stages Management: You can organize and customize deal stages to match your sales process.
- Pricing: DealFlow Tracker starts at $25/month per user, and they offer different plans based on team sizes and needs.
- G2 Rating: 4.4/5 stars – Users like its user-friendly design and how easy it is to track all the deals and progress of deals.
Pros: Easy to set up, customizable for different sales stages, and efficient for managing multiple deals.
Cons: Some users find the analytics a bit basic compared to other deal management tools.
5. ManageRight
ManageRight is an all-in-one deal management tool for tracking deals. It helps your sales team manage the deal lifecycle effectively, ensuring that no opportunity is missed.
- Key Features:
- Automated Follow-Ups: Never forget to follow up on a deal; ManageRight sends you reminders.
- Pipeline Management: Keeps your sales pipeline organized so you can see what deals are open, which ones are near closing, and which need more attention.
- Team Collaboration: Allows your sales team to share updates, track deal progress, and work together efficiently.
- Pricing: Starts at $30/month per user, with discounts for larger teams.
- G2 Rating: 4.5/5 stars – Highly rated for its smooth deal management process and teamwork features.
Pros: Excellent for managing deals in different sales stages, user-friendly for team collaboration, and great for improving sales funnel performance.
Cons: Limited customization options in reports for tracking specific deal metrics.
6. CRM Solutions
CRM Solutions is a robust CRM system that also focuses on deal management. It’s perfect for sales reps who need to track deals while keeping customer data organized.
- Key Features:
- Comprehensive Deal Tracking: Manage and track all your deals in one system, including follow-ups, deal flow, and sales stages.
- Advanced Analytics: Get detailed analytics on your deals, sales pipeline, and overall performance, so you can make smarter decisions.
- Access Anytime, Anywhere: Cloud-based system lets you track deals and access customer information from any device.
- Pricing: Starts at $35/month per user with different pricing tiers to meet various business needs.
- G2 Rating: 4.6/5 stars – Users love the analytics and how CRM Solutions make tracking deals simple and effective.
Pros: Great for sales teams looking to centralize all their deals, efficient tracking features, and high-quality analytics for pipeline management.
Cons: The learning curve can be steep for those new to CRM systems, and pricing may be higher for smaller businesses.
7. DealSync
DealSync is designed to help sales teams track deals from start to finish. It streamlines the deal management process so that every step of the deal lifecycle is easily tracked.
- Key Features:
- Automated Deal Tracking: Track deals automatically as they move through different deal stages.
- Pipeline Visibility: Get a clear view of your sales pipeline to identify which deals need attention.
- Team Collaboration: Share updates with your team to keep everyone on the same page.
- Pricing: DealSync offers plans starting at $20/month per user. They also have a free trial for small teams to try it out.
- G2 Rating: 4.4/5 stars – Users love how simple and easy it is to track deal progress and pipeline management.
Pros: Intuitive user interface, real-time tracking, and great for managing multiple deals.
Cons: Some users mention a need for deeper reporting tools.
8. PipelineAce
PipelineAce is a deal management software that focuses on pipeline management and improving the sales process. It helps you track deals efficiently and keeps the sales and marketing team organized.
- Key Features:
- Visual Sales Pipeline: Offers a "bird's eye view" of all your deals and stages, making it easy to see what’s going on.
- Custom Deal Stages: Adjust deal stages to match your specific sales process, so you know where every deal stands.
- Smart Alerts for Follow-Ups: Get alerts for follow-ups and tasks so you can keep deals moving.
- Pricing: Plans start at $25/month per user with discounts available for larger teams.
- G2 Rating: 4.5/5 stars – Users appreciate the detailed analytics on deals and the easy-to-navigate and open deals pipeline.
Pros: Visual sales funnel, customizable deal tracking, and helps the sales team stay on top of deal progress.
Cons: Limited integration options with other CRM systems for advanced users.
9. SalesBoost Software
SalesBoost Software is built to make tracking deals easy and to improve overall sales performance. It combines deal management tools and analytics to help sales reps close deals faster.
- Key Features:
- Detailed Deal Tracking: Tracks deals and organizes them by progress, value, and stages.
- Analytics Dashboard: Provides data-driven insights on how your deals are performing and where to improve.
- Pipeline Management: Keeps track of all your deals in one place, helping you focus on what needs immediate attention.
- Pricing: SalesBoost Software starts at $30/month per user. Custom plans are available for bigger companies.
- G2 Rating: 4.6/5 stars – Users love the easy access to data and how it helps track and close more business deals efficiently.
Pros: Strong analytics, helps improve deal flow, and supports sales teams with insightful data.
Cons: Some users find the interface could be more modern and customizable.
10. DealMax
DealMax is a robust deal management tool that aims to simplify your deal pipeline. It helps you track deals at every stage of deal process, ensuring nothing falls through the cracks.
- Key Features:
- End-to-End Deal Management: From the initial contact to closing, track deals all the way through the deal lifecycle.
- Sales Process Automation: Automates reminders for follow-ups and key deal stages, making your sales process more efficient.
- Customizable Reporting: Allows you to generate reports on deal performance and progress, tailored to your needs.
- Pricing: Starts at $35/month per user, with packages for all business sizes.
- G2 Rating: 4.7/5 stars – Highly praised for its strong tracking features and effective pipeline management.
Pros: User-friendly, robust tracking of all your deals, and great for organizing sales pipelines.
Cons: May require training for new users to fully utilize its features.
Top Features to Look for in Deal Management Software
1. Customizable Deal Stages for a Tailored Sales Experience
Deal stages help you understand where each deal is in your sales pipeline. Every company has its own sales process, so it's helpful if your software allows you to customize deal stages to match your business workflow.
How to Use It:
Look for software that lets you create, change, or remove deal stages based on how your deals progress. It makes the deal stage and tracking deals easier and more aligned with how you work.
2. Pipeline Visibility and Performance Insights
A visual sales pipeline shows all your deals at a glance. It’s like a “bird's eye view” of your sales team’s progress. Pipeline visibility helps you know which deals are at risk and which ones are ready to close.
How to Use It:
Good software will offer easy-to-understand charts and dashboards. This way, you can see deal progress, track your team's performance, and spot any potential bottlenecks quickly.
3. Automated Follow-Up and Task Management
Following up on deals is crucial to customer success, but remembering all those tasks can be tough. That’s why automated follow-up tools are great. They remind you when to call, email, or take action on a deal.
How to Use It:
Look for software that lets you set reminders and automate tasks. This way, no deal slips through the cracks, and your team can focus on closing the right deals, faster.
4. Advanced Analytics and Forecasting
Detailed analytics help you forecast revenue so you make smarter decisions about your deals.
Forecasting tools use your deal data to predict how much revenue you might make. This way, you know what to expect.
How to Use It:
The best software will provide easy-to-read reports and forecasts. These can help you understand your deal pipeline better, see profitable opportunities, track your sales funnel, and make decisions to improve your sales performance.
5. Align Sales Process for Better Deal Management
A successful sales process has different steps, from finding new leads to closing deals. Deal management software should fit into each stage of this process. When your software aligns with your sales process, it's easier to track deals and understand what's happening at every step.
How to Use It:
Choose software that matches your business sales process. This way, you can track your deals more effectively, understand where you are in the sales funnel, and make adjustments as needed to close deals more efficiently.
Conclusion
Tracking deals is key to a strong sales process. With the right deal management tools, you can easily track deals, get leads, improve your sales pipeline, and close more deals faster.
