Skip to content
Open main navigation
Close main navigation
Collaborative Deal Management
Deal Teams allows you to design powerful workflows, leverage intuitive record tagging and visualize enhanced data points to
supercharge your deal flow.
Optimized for Salesforce.
Turn-key configurations that you can
customize to your specific workflows.
Deal Teams delivers client-configurable deal management automation for Salesforce users.
Deliver the Data
You Need it
Create, configure and filter columns to optimize Account, Contact and Opportunity Management.
Beautiful embedded data visualizations for Deal Flow, Portfolio and KPI Reporting.
Drill into the data and surface real-time valuable insights.
Our app adapts to
You are in control.