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Deal Management Software with Zero Learning Curve

Deal management software for complete visibility of your deal flow and process. Use AI and automation tools for tracking all your deals from one platform.

Deal Management Software

Prioritize, track, monitor and close deals like never before.

Manage your deals visually in one place

The only way to improve revenue is to close deals faster. This however requires rightly identifying the sales opportunities and tracking them from start to end. For most sales teams at growing companies, this often remains a challenge. Capturing, organizing, monitoring and tracking opportunities becomes a bigger challenge when sales team members do not have a single place to refer to. All this results in chaos, lost productivity and ultimately lost revenue.

Deal management software offered by EngageBay streamlines the sales processes and improves efficiency. Adding deals, managing pipelines, tracking progress is simple and easy.

EngageBay gives you complete visibility into your deals across all stages. Visually you can monitor how many deals are in each stage, sort and filter by their expected close date, and make meaningful decisions. Let EngageBay manage your deals while you focus on selling.

Deal tracks made easy

With a deal management software like EngageBay, multitasking is a breeze. Create and track any number of deals with real-time updates for the entire team. Let EngageBay prioritize your deals based on conditions you set. Use free artificial intelligence (AI) and automation features to cut down your manual work, and close deals like never before.

Multiple deal tracks

Visual Sales Pipeline

Get a 360-degree view of your sales pipeline in real-time with powerful and neat metrics to measure deal performance, team performance, and the progress of individual sales reps. EngageBay just needs your sales reps to update the progress of the deals they are assigned, and the deal management software will tell you which deals need your attention today.

Simple pipeline management

Deals visualized for you

EngageBay is designed with you in mind. We understand that deal management can be a pain, with lots of information to track and analyze. This deal management software visualizes all your deals so that you need not go through bundles of text for the latest updates. Just take a quick look at your Deals dashboard, and you’ll see all the data neatly laid out in simple graphics.

Visual sales pipeline

Predictive analysis for deals

EngageBay uses AI to let you know where your deals are headed. Get a peak into what revenues which deals can bring, and which deals are likely to fall apart. Rescue your weak deals and close your strong ones right away. Train your sales reps based on the performance and predictive analysis of the deals they manage.

Deal status at a glance

Drag-and-drop deal management!

With EngageBay, managing multiple deals and prospects is as simple as drag-and-drop. The deal management software lets you move deals into automated workflows easily, so you need not waste any time. As and when new leads are qualified, deals can be assigned to them with our simple drag-and-drop feature. Learning curve required? Zero.

drag and drop any deal

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