Finally, a Collaborative Deal Management app for Salesforce.
Deal Teams allows you to design powerful workflows, leverage intuitive record tagging and visualize enhanced data points to supercharge your deal flow.
Advanced Deal Management Optimized for Salesforce.
Turn-key configurations that you can customize to your specific workflows.
Automate and Save Time.
Deal Teams delivers client-configurable deal management automation for Salesforce users.
Deliver the Data You Need. When You Need it.
Create, configure and filter columns to optimize Account, Contact and Opportunity Management.
Visualize Your Results.
Beautiful embedded data visualizations for Deal Flow, Portfolio and KPI Reporting.
Drill into the data and surface real-time valuable insights.
