Deal Management Software

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.

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

Features of EngageBay's Deal management software.

From identifying new opportunities to delivering customer happiness

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.

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.

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.

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.

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.

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Client Testimonials

"Engagebay works pretty well with my business. I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute."

Leonardo W.

Founder, Wolff Consultoria

"The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately."

Shawn L.

Marketing Manager, List Biological Laboratories, Inc

"A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier."

Santiago B.

Southern Europe Director, Triptease

"EngageBay has everything I need when it comes to managing customer relations and sales activities. The features I most frequently use are automation for sending emails, managing sales, and marketing automation. Plus, having a built-in live chat and help desk tool makes it really easy to engage with customers."

Hongkiat L.

Editor-in-chief

Do It All With EngageBay

Stop paying thousands of dollars to dozens of marketing, sales, and support software. Experience the world's most affordable, unified software. EngageBay's all-in-one CRM software is the most comprehensive solution for your business.

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All Plans

Free

Basic

Growth

Pro

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Deal Management Software with Zero Learning Curve