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Seamless deal management

Close more deals, prioritize opportunities, and track sales progress in a simple CRM software with deal management.

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Track deals and close sales

intuitive interface

Easily manage and update deals

Get a clear view of deals in a drag-and-drop Kanban pipeline:

— Customize deal stages to mirror your sales process,
— Drag and drop deals across stages,
— See predicted revenue for each stage.

There’s nothing like that feeling you get from moving your deal to ‘Won’.

sales pipeline

customize deals

Create free custom fields for every deal

Reflect your sales process as closely as possible with OnePageCRM's deal management features:

— Build custom deals specific to your business,
— Record the most important deal information,
— Choose field types (checkboxes, drop-down lists, etc.).

You can also build filters and segment your CRM based on these custom fields.

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simple deal management

Organize deal-related data in one place

With OnePageCRM, it's easy to keep track of deal-related data:

— Identify and avoid bottlenecks with deal velocity,
— Add notes with attachments to deals,
— Record reasons lost.

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deal management software

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Track deals in a simple CRM

See how OnePageCRM makes it easy for salespeople to stay on top of every opportunity.

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light project management

Move won deals to a new pipeline

Deal management doesn't stop after a sale is closed:

— Create a custom pipeline for won sales deals,
— Monitor and track deals in the post-sales cycle,
— Track your sales and operations in the same CRM.

full email sync

Turn deals into quick sales quotes

To make deal management smoother, OnePageCRM has a free add-on for sales quotes:

— Auto-generate simple sales quotes in your CRM,
— Pull existing data from any deal,
— Send sales quotes to prospects in a click.

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fast deal creation

Create new deals in a click

Build deals in a few seconds and invoice clients with ease:

— Save your products and services to a CRM catalog,
— Add prices and costs next to every item,
— Set up new deals in just a few clicks.

OnePageCRM will automatically calculate the total deal amount.

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Connect OnePageCRM to your favorite apps

crm integrations

CRM integrations

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Why businesses use OnePageCRM for deal management

Richard Smith's simple crm review

Richard Smith Senior VP at Perimeter Commercial Real Estate

"I looked at at least a dozen of other systems. But once I got a hold of OnePageCRM, I was hooked immediately. Since using it I’ve increased my conversion rate by 50%. It’s kept the deals in front of me and helped me with my sales process. I follow up when I’m supposed to and never drop the ball."

Dermot Lally's simple crm review

Dermot Lally Co-Founder at Ex Ordo

"OnePageCRM is a fantastic sales tool. Since we started using it, our business grew by 78%, and OnePageCRM played a major role in our success! It is really easy to set up and use."

Quint Boa's simple crm review

Quint Boa MD & Sales Director at Shoot You Productions

"We create a deal, send the quote, discuss it with a client, and then follow the Next Actions that start to organically unfold. That process keeps me focused on what needs to be done next. I would recommend OnePageCRM to any small business that want to grow their business. It’s a fantastic tool!"

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The centerpiece of your business

Besides deal management, this simple CRM has everything your small business needs.

Contact Details

Keep information about clients, partners, and all other contacts in a central database.

Deals & Pipelines

Manage sales deals, build pipelines, and send quotes without leaving your CRM.

Email Inbox

Enable a two-way sync with your email client, track email opens, and create custom templates.

Products & Services

Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.

The best simple CRM for deal management

Built for effortless sales management, OnePageCRM lets you track deals, visualize processes, and close more. An intuitive interface, zero bloat, and no learning curve.

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No credit card required • 21-free day trial • Quick and easy setup

Simple CRM for sales deal management

What is deal management software?

Deal management is part of any CRM software. It is a set of features that help businesses visualize, track, and organize their sales deals.
How are sales deals different from pipelines?

A sales pipeline is a tool for visualizing your workflow. It's a Kanban board where you can map all of your deals at their current stages.

Deals are actual sales opportunities and records in your CRM software.
How can I prioritize sales deals?

Using a CRM system can help you prioritize and track sales deals in a simple and intuitive interface.

To efficiently manage deals in your CRM, you can use a custom scoring system, tag deals according to their priorities, sort and filter them in a pipeline, and use follow-up reminders to progress deals through stages.
How can OnePageCRM help me adjust my sales strategy?

You can record a reason for losing a deal to win the next one. Learn from your experience by recording and reviewing the most common factors standing in the way of your sales success, so you can adjust your future strategy.
How can I save time on sending sales quotes?

With OnePageCRM, you can quickly generate and send professionally looking proposals straight from your CRM.

We’ll calculate the totals and automatically insert the quote into a ready-to-send email. It takes just 37 seconds to get from inquiry to quote.