Manage, Access and Track Deals from a Single CRM Platform.

Real-time Status Tracking
Automated Quotation Process
Reports and Evaluation
Deal Stage Monitoring

Simplify Deal Management

Managing deals is one of the most critical responsibilities of sales reps as it directly affects the organization’s revenue and growth. Manual data processing is a thing of past where people used to stack up data in files and struggle with multiple case sheets.
With Worksbot’s deal management software, you could eliminate tons of paperwork, manual labor, and put an end to excruciating office hours. Comfortably manage opportunities and convert leads faster with our comprehensive deal tracking software. Create deals, specify the probability of sale, estimate a closing date, track deals till closure and much more.

Define Deal Status

With Worksbot’s deal management software, you could eliminate tons of paperwork, manual labor, and put an end to excruciating office hours. Comfortably manage opportunities and convert leads faster with our comprehensive deal tracking software. Create deals, specify the probability of sale, estimate a closing date, track deals till closure and much more

Identify Lead Sources

Organizations invest time and effort in generating quality leads but often do not give much importance towards evaluating the lead source. With Worksbot’s deal management system, you could automatically detect the lead source of each registered deal and find out which lead source gives maximum closures. Take informed decisions and streamline your marketing and content distribution strategies to generate quality leads.

Define Deal Stagess

Every sales department, irrespective of the business and industry divides the sales process into stages and a comprehensive sales life cycle. With Worksbot’s deal management software, view and update deal stages with a single click. From prospecting for new leads to closing a sale and asking for a reference, define and customize each stage to reach your business goals and manage deals better..

Raise Quotes and Sales Orders

Ensure maximum profit margins for each deal by raising invoices and negotiating with clients before you close the sale. Draft personalized quotations and sales orders with Worksbot CRM’s pre-defined email templates. Automate thank-you email campaigns after the sale and delight your customers with prompt service to improve loyalty.

360-Degree Deal Tracking

Get access to a 360-degree view of any deal in your sales pipeline. Set milestones, add tracks to each product or service you sell and define the source of every deal. Assign targets to individual team members and track their progress. Identify untouched opportunities, analyze total goal value and pinpoint on the reason for winning or losing a deal to deploy the right strategy for upcoming campaigns. Worksbot’s deal management software analyzes and tracks each stage of the sales life cycle and helps you compete with yourself to produce better results.
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