Deal Management System
A tool that systematically supports everything your projects need – B2B or B2C portal, client communication, budgeting, task management, and invoicing. All in one place. And of course, accessible on mobile for your implementation team.
Everything related to the deal
Clear and consolidated
- Contracts and all documents stored with the deal
- All communication with the customer archived with the deal
- Internal discussions about the deal
- Key information
- The team working on it, including hourly rates
- Tasks for resolving the deal
- Pricing calculations and invoice preparation
- ...
For a new deal
Everything important, all in one place
- Record customer information
- Assemble the team that will work on it
- Plan activities and use prepared workflows
- Prepare a budget and track expenses
- Stay updated and monitor all changes
Track your deals
Your deals
- A clear list of all deals
- View a calendar of deals and the tasks addressing them
- Compare deal sizes and profitability
- Track time requirements
- Get an overview of team tasks
- Access a work schedule
- Leverage sorting, searching, and exporting options
- ...
Contact us
User documentation for deals
Task Management
Charts and Insights
25+ years of experience – © PDQM, Ltd.