Deal Management
Track and manage the progress of your deals with an intuitive, interactive pipeline visualization. Create multiple pipelines with relevant deal stages based on your needs.
Know where every deal stands, at a glance.
Having a close eye on your deals is easier when you can see the deal stage as well as the numbers associated with it in a single screen. Know how much of your expected revenue is near closing, and which deals need immediate attention. Use Integra CRM's advanced filters and sort functionality to quickly locate deals that fit your criteria so that you can take quick actions on them.
Create distinct sales pipelines for different processes.
If you're dealing with multiple products or services, or you have different sales processes based on geography, a single pipeline is not adequate. Integra CRM lets you create distinct sales pipelines that can be customized with the different stages to suit your sales process.
Deal stages at a glance.
View what stage a deal is in and update it from the same place. If you're on a call with a prospect and the deal stage moves from "needs analysis" to "value proposition", you can update it then and there.
Start quoting from within CRM.
Sending quotes to your customers shouldn't be a hassle. Create quotes the easy way from inside the Deals module. Include the most relevant product information, such as price and quantity, as well as customer data for easy record-keeping and organization. Work smarter by generating a personalized quote, and instantly email it to your customer from inside CRM.
Keep tabs on the competition.
During sales follow-ups, prospects want to hear what makes your solution different from the competition. Use Integra CRM to take notes on competitors' strengths and weaknesses, helping you pitch the advantages of your solution better and improve the chances of closing the deal faster.
Track your deal pipeline.
View in-depth reports about deals closing this month, daily revenue, sales stages, and more. Use dashboards to identify bottlenecks in the sales process and find areas for potential growth opportunities.
Celebrate sales together.
Spread the excitement of closing big deals with colleagues and managers. Set up a workflow alert from CRM to share the good news instantly.