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Deal management

Deal management software helps companies prioritize, track and close the deals in their sales pipeline.

With a powerful deal management solution, you can customize your sales processes, predict deal performance and make smarter decisions.

Learn how Pipedrive can help streamline deal management so that your salespeople can focus on the right deals, at the right time.

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What to look for in deal management software

Here are four key functions to look for in a solution that will help you streamline processes, manage prospects and close deals:

  • Deal tracking and organization. Monitor and manage every stage of your deal lifecycle. Track pipeline activities, quotas, key dates and milestones.

  • Team collaboration. Manage sales team members effectively and achieve better outcomes. Track team performance, set team goals and get notifications when it’s time to act.

  • Sales integrations. Combine your deal management software with a powerful CRM and other sales tools. Ensure seamless integration with the rest of your tech stack.

  • Reporting and analytics. Uncover insights and reduce errors with sales pipeline analysis. Easily track the number of deals, average deal value, close ratios and sales velocity.

Get total deal visibility at a single glance

Without a clear view of your deal pipeline, you’ll struggle to close deals efficiently.

A visual sales pipeline gives you a 360-degree view of your deals so that you can prioritize tasks, identify potential bottlenecks and allocate resources effectively.

Use Pipedrive’s sales management dashboard to navigate your deals, track progress and identify the next best actions to take.

Learn more about Pipedrive’s pipeline management interface.

Track and prioritize critical deals with ease

It’s difficult to prioritize and close deals if you don’t know what stage they’re at.

A deal management system provides a clear and organized framework for tracking your deal cycle, helping you identify which deals need immediate attention.

Use Pipedrive to see how many open deals you have, which stage they’re at and which ones to focus on first.

Learn more about Pipedrive’s sales funnel management capabilities.

Create a sales pipeline that works for you, not against you

Rigid deal management processes make it impossible for you to leverage your unique workflows.

Customizable deal flow management tools let you configure your deal parameters according to your company’s needs. They ensure that you have seamless and efficient processes.

Use Pipedrive’s customizable CRM to add the pipelines, fields and stages you need to manage your deals effectively.

Learn more about Pipedrive’s customizable CRM features.

Stay on track and boost sales performance with detailed analytics

Without real-time data analysis, you won’t be able to prevent bottlenecks.

Deal management tools with sales analytics software help you dive into your workflows, produce actionable insights and improve your sales pipeline.

Use Pipedrive to create custom reports and monitor vital sales metrics so that you can understand your deal progress and refine your sales strategy accordingly.

Learn more about Pipedrive’s CRM analytics features.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

Find and convert leads with Pipedrive’s LeadBooster add-on

LeadBooster is Pipedrive’s powerful lead generation add-on. As you capture and qualify leads, you can convert them to deals in Pipedrive.

Add LeadBooster to any Pipedrive CRM plan to streamline lead management.

Here’s what’s included:

  • Live Chat. Interact with visitors as they browse your website and improve the customer experience with great support, anywhere, any time.

  • Chatbot. Ensure customer success with a 24/7 conversational Chatbot that helps leads, prospects and customers find answers easily.

  • Web Forms. Capture customer data automatically by allowing site visitors to provide their contact information through custom web forms.

  • Prospector. Access a huge database of potential customers and find the exact type of lead you’re looking for with highly specific buyer profiles.

Learn more about Pipedrive’s LeadBooster add-on.

How Pipedrive helped Interesting Content quadruple their deals won

Video production agency Interesting Content quickly outgrew its initial paper-based spreadsheet sales tracking system.

Switching to Pipedrive allowed the company to easily track deals, see the win rate and analyze the reasons for success. By managing its pipelines more efficiently, Interesting Content was able to quadruple its revenue.

“What Pipedrive does is it gives me the time back that I can invest in other parts of my business, and for that, it’s been invaluable.”

Read the case study

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Deal management FAQs

Boost deal performance with Pipedrive’s deal management CRM