4.7/5 rating on G2 and 4.8/5 Capterra
Native Agentic AI
Keeping track of your opportunities and engaging with them regularly is the surefire way to crack Deals.
T&C apply*
Artistic Impression
Custom Fields
Smart Filters
Multiple Products & Services
Forecasted Deal Value
Kylas provides you with a 360º view of all your deals. It enables you to determine how a deal is performing, helps you identify the next best action, and monitors deals that need attention.
Using Kylas see all your deals in one place to gain perspective on your business health. With the help of smart lists get a snapshot of the number of deals at each stage and their worth.
A single pipeline doesn’t suffice growing businesses dealing with multiple products and services or sales processes basis geography. With Kylas
you can create multiple customized pipelines, activate and deactivate to suit your sales process.
Collaborate on the same deal and increase its odds of closing. With Kylas you can share deals with a user or a
team in your account.
Helps manage and maintain strong sales pipelines
Access data when you are offline and sync it when you’re back online. Stay up to date with your records even if you don’t have internet access.
Log call automatically and add notes to keep track of all your communication.
Get real-time notifications when a lead/deal is assigned to you. Get notified when a prospect calls you or sends you an email, and more.
Get real-time notifications when a lead/deal is assigned to you. Get notified when a prospect calls you or sends you an email, and more.
Set meetings and add participants right from your phone.
Have Questions? We’re here to help.
Efficient deal management helps a business track, maintain, prioritize, and analyze all the deals in its pipeline. It contributes to the seamless movement of deals through the sales process and scales conversions.
Here are some of the other benefits associated with deal management:
Any client who expresses interest in your products or services is a lead. Such clients have not had any communication with your business previously. They are pre-qualified, so there is no guarantee that their requirements match your offerings.
Deals on the other hand are qualified contacts who have very high chances of buying from your business. They usually need immediate attention and can add monetary value to your business. Not only this but ongoing transactions you are pursuing with a person or organization can also be tracked as a deal.
Deal management for small businesses is vital to ensure a steady flow of sales. It helps in tracking and analyzing all deals, which is crucial for closing sales and providing a good customer experience. Both these aspects are very important for small businesses, since they do not have the luxury of letting any deal slip by due to mismanagement.
Deal management is a very complex process. If this had to be done manually, it would take up a lot of time and cause inefficiencies. Instead, a deal management system will help small businesses effectively track their deals. With such a system in place, SMB’s can benefit in several ways:
Here are some of important features offered by deal management software:
Once you have identified your qualified leads, you can create deals for them from within Kylas CRM system. You can add all the relevant inputs like name, company information, etc. against the deal, and choose which information among these should be displayed.
Once the deals are in your system, you can easily assign tasks and actions against them, which can be viewed by every member of your team for seamless collaboration. Your deals will flow through the pipeline stages as customized by you. Kylas helps you close deals with the utmost efficiency and productivity and delight your customers with an enhanced experience.
