Creating Deals

Creating Deals

Manage deals with CRM.io's Deals Management. Utilize various easy-to-use nodes to simplify your deals process.

Add deals manually or import deals data using CSV. Drag-and-drop new deal owners. This makes adding deals to relevant contacts easy and fast.

View your deal data in Kanban and List view for easy understanding. Add efficiency in maintaining the customer data for analyzing the business insights, in a way that makes it accessible to decision-makers.

Create deals, monitor and record your customer success rates, and retention rates and customize deals management using filters. Segment and prioritize your deals accordingly.

Add multiple products and get accurate revenue generated with CRM.io. Forcast and close more deals with Deal Management.

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