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Close More Deals, Faster Faster

Keep your sales pipeline organized and efficient with Xodox CRM’s Deal Management. From tracking deal progress to managing tasks and discussions, this feature empowers your sales team to focus on what they do best—closing deals. With a bird’s-eye view of your pipeline and intuitive tools, managing deals has never been easier.

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What Is Deal Management?

Deal management is the art of overseeing and optimizing the journey of every sales opportunity. With Xodox CRM, you can track, assign, and organize deals effortlessly, ensuring a seamless transition from lead to closure. Get instant insights into weekly and monthly performance while managing all deal-related data in one centralized platform.

Key Features of Deal Management

Pipeline Overview
  • Visualize all deals with a drag-and-drop sales pipeline.
  • See deals by stages, helping your team prioritize high-value opportunities.
Performance Analytics
  • Get a detailed overview of deals for the week, month, and the last 30 days.
  • Identify trends and gaps in your sales process for better decision-making.
Task Assignment for Deals
  • Assign tasks, products, and users to specific deals for better collaboration.
  • Track task completion to ensure smooth progress toward closure.
Integrated Calendar View
  • Access a calendar with detailed views of upcoming deadlines, meetings, and deal milestones.
  • Stay ahead of schedules and avoid last-minute surprises.
Notes and Discussions
  • Keep track of internal discussions and notes for each deal in one place.
  • Foster team collaboration by sharing ideas and updates in real-time.
File Management
  • Attach essential documents like contracts, proposals, and invoices directly to deals.
  • Organize files for quick access during negotiations.
Custom Deal Stages
  • Define deal stages tailored to your unique sales process.
  • Adapt the pipeline to fit your team’s goals and industry.
Real-Time Notifications
  • Receive alerts for important updates, task completions, or deal closures.
  • Stay on top of every opportunity without missing a beat.

How Deal Management Works in Xodox CRM

Visual Pipeline

Drag-and-drop functionality to manage deals through every stage.

Task Delegation

Assign specific responsibilities to team members to ensure smooth progress.

Calendar Integration

Monitor deadlines, meetings, and follow-ups in a calendar view.

Collaborative Workflows

Share notes, files, and discussions for better teamwork.

Insightful Analytics

Use reports to measure deal performance and optimize strategies.

Why Choose Xodox CRM for Deal Management?

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Benefits of Deal Management with Xodox CRM

Streamlined Sales Pipeline
Stay organized with a visual representation of all deals.
Improved Collaboration

Foster teamwork with shared access to notes, tasks, and files.

Faster Closures

Focus on high-value deals with clear priorities and task management.

Increased Productivity
Reduce manual work with automation and centralized tools.
Better Forecasting

Make informed decisions with performance insights and trends.

Success Stories from Happy Customers

Xodox CRM’s calendar view and task management completely transformed how we track deals. We’ve cut our deal closure time by 20%!

Emily R.

Sales Manager - Enterprise Tech Solutions
The ability to assign products and files to each deal streamlined our sales process. Xodox CRM’s pipeline management is simply unbeatable!

Jason M.

VP of Sales - Retail Supply Chain Co.
Tracking weekly and monthly deals with Xodox CRM has made our forecasting so much more accurate. The performance analytics are a game-changer.

Hannah K.

Operations Head - Cloud Solutions Inc.
Being able to manage notes, discussions, and files in one place has revolutionized our sales collaboration. It’s the best CRM we’ve ever used!

Liam T.

Sales Director - Hospitality Innovations
The custom deal stages in Xodox CRM allow us to match our unique sales pipeline perfectly. Closing deals has never been easier.

Sophia L.

CEO - Healthcare Pro Services

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial

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Transform Your Deal Management Today!

Effortlessly organize, track, and close deals with the power of Xodox CRM’s Deal Management Software.

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