How to work with deals?
The process of working with deals is called deal or opportunity management. Deals typically come with custom deal stages, which are used to visualize sales pipeline and to estimate future revenues. The final deal (opportunity) stage is closed (won) or closed (lost).
Advanced CRM systems let you create quotes and invoices directly from deals and accept online payments. They also usually allow you to automate deal management by automatically creating tasks, alerts or sending emails to clients when a deal changes its stage.
If you are looking for a simple and powerful tool to help you manage deals, consider Bitrix24 CRM. With over 35 sales and marketing tools on board, Bitrix24 is a perfect CRM system for any business.