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Simple deal management software

Close more sales, prioritize deals, and track opportunities in this simple deal management software.

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deal management software

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

OnePageCRM as a deal management software

With its deal management features, OnePageCRM lets you manage sales, track deals, and prioritize opportunities from a single platform.

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custom fields for deal management
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 software

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 in a simple crm
deal management software play

Track deals in a simple CRM software

See how OnePageCRM makes it easy for salespeople to manage deals and track opportunities.
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light project management for won sales deals
light project management

Manage won deals as projects

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.
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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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sales quoting software
track deals in crm
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

The best deal management software works together with other apps. That's why OnePageCRM has a marketplace.
crm integrations
    CRM integrations
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Customer reviews about OnePageCRM

Here’s why small businesses in over 80 countries use OnePageCRM as a deal management software.

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Deal management features

As a deal management software, OnePageCRM offers several powerful features.
kanban sales pipeline
Multiple pipelines
Manage sales deals or won deals in a light project management pipeline.
customer success stories
Sales forecast
Use the Forecast view to predict deal performance and your sales revenue.
crm tags
Deal filters
Add custom fields to your deals and filter them in your pipelines.
crm features
Priorities
Prioritize deals and focus on the most promising sales opportunities.
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The best simple CRM for deal management

As a deal management software, 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
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Deal management software FAQs

  • What is a deal management software?

    Deal management is a set of features of any sales CRM software.

    Deal management features help businesses visualize sales processes, track deals, and organize their work.

  • What makes OnePageCRM a deal management software?

    OnePageCRM offers several deal management features:

    — Deal tracking through different stages.
    — Drag-and-drop pipelines.
    — Catalog for fast deal creation.
    — Custom fields for deals.
    — Forecast view for predicting sales.
    — Team collaboration features.
    — Integrations with other sales tools for easier deal management.
    — Simple reporting with an interactive dashboard.

  • How can I prioritize deals in OnePageCRM?

    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.

  • Can I record lost deals in this CRM software?

    You can record a reason for losing a deal to win the next one. Use the dashboard to review the most common factors standing in the way of your sales success, so you can adjust your future strategy.

  • Can I send sales quotes with this deal management software?

    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.

  • How are 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.

  • Is OnePageCRM a deal tracking software?

    Yes, OnePageCRM can be used for deal tracking too.

    Upload your leads and sales deals to this CRM system and manage these deals in interactive pipelines. You can customize deal stages, sort and filter deals according to prioritizes, auto-calculate deal commissions, and much more.

    Sales and delivery pipelines are great for tracking deals both during the sales and post-sales processes.
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