Deal management
The deals you forget
are the ones you lose.
Not the ones you lost on price — the ones nobody called back. A visual pipeline shows where every deal sits, what it's worth and how long it has been sitting there.
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At a glance
What is deal management software?
Deal management software tracks every sales opportunity from first conversation to closed revenue. Each deal carries a stage, value and owner on a visual pipeline, so the team can read progress at a glance, forecast revenue from real numbers, and act on deals that have gone quiet. In Getlead CRM, deal management is included in every plan from ₹599 per user per month — with idle-deal alerts and a complete activity history on every deal.
| Category | Deal management software |
|---|---|
| Included in | Every Getlead CRM plan |
| Pricing | From ₹599 / user / month |
| Free trial | 7 days, no credit card |
| Works with | Leads, tasks, campaigns & reports |
| Platforms | Web · Android · iOS |
How it works
Three views that keep revenue honest
The board shows where deals are. The forecast shows what they're worth. The alerts show which ones need you today.
Pipeline board
Your whole pipeline on one board
Drag-and-drop stages that match how you actually sell. Every deal shows its stage, value, owner and how long it's been sitting there — the progress of every deal, readable in a single glance.
- Drag-and-drop stages you define around your own sales process
- One-step conversion from qualified lead to deal, history included
- Mobile access so reps track and update deals on the go
Forecast
A forecast built from real deals, not gut feel
Every deal carries a value and probability, and they roll up to a live forecast. Past data and trends feed the prediction — so when you commit a number, you can show where it comes from.
- Deal value & probability on every card, totalled per stage
- Live revenue forecast that updates as deals move
- Trend analysis of past performance to ground future predictions
Rescue
Idle deals get flagged, not forgotten
Deals that sit too long with no activity get flagged before they rot, so you can step in while there's still a deal to save. And because every call, email and note is on the record, whoever picks it up knows the full story.
- Idle-deal alerts before opportunities go cold
- Complete deal history — logs, emails and call records in one timeline
- Centralised dashboard with full visibility over every open deal
FAQ
Deal management, answered plainly
What is deal management software?
Deal management software tracks every sales opportunity from first conversation to closed revenue. Each deal carries a stage, value and owner on a visual pipeline, so teams can see progress at a glance, forecast revenue from real numbers, and act on deals that have gone quiet.
How does Getlead help with stuck deals?
Getlead flags deals that have sat idle with no activity, before the opportunity goes cold. Every deal also carries its complete history — calls, emails, notes and stage changes — so whoever picks it up knows exactly what happened and what to do next.
Can I convert a lead into a deal?
Yes. Once a lead is qualified, you convert it into a deal in one step — contact details, source and activity history carry over automatically. The deal then moves through your pipeline stages until it is won.
Can I build my own deal stages in Getlead CRM?
Yes. You name the stages your team actually uses, so a dealership can run test drive and booking while a consultancy runs scoping and proposal sent. Every deal moves through those stages with an owner, a value and a next action attached.
Can I forecast revenue from the pipeline?
Yes. Each deal carries a value and a stage, and reports roll those up into a live forecast by stage, owner and period. Because the forecast is built from the same records your team updates daily, it moves the moment a deal does.
How do I see which deals my team has stopped working?
Idle-deal alerts flag opportunities that have had no activity, and the board shows how long each deal has been sitting in its current stage. A manager can see exactly where revenue has gone quiet, instead of finding out at the end of the month.
Is deal management included in every Getlead plan?
Yes. There is one plan at ₹599 per user per month billed yearly, or ₹899 billed monthly, and deal and pipeline management is included in both. There is no higher tier to upgrade to for forecasting or reporting.
The fastest reply usually wins the deal
Reply in 30 seconds,
not 30 minutes.
Getlead catches the enquiry, alerts the right rep, and keeps every follow-up on track — so speed stops being luck.
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