Features
Features for our initial release
Last updated
Features for our initial release
Last updated
Customize your workspace with templates, widgets, and real-time insights. Track performance, manage tasks, and visualize key metrics—all in one place.
Managing leads is streamlined with ClosingDealz, thanks to our intuitive interface designed for hassle-free lead handling. Everything you need to master lead management is neatly packaged in our user-friendly platform.
Experience effortless tracking of your sales with our Kanban Board and List View. Drag and drop deals between stages, view deal details, and manage tasks efficiently. The deal overview panel lets you track progress, assign team members, and log activities—all in one place.
Maintain a centralized database of contacts linked to your leads and deals. Each contact can be connected to multiple leads, making it easier to track relationships and engagement history.
Create and embed customizable lead capture forms on your website. Add fields, style the form to match your brand, and collect leads directly into your CRM. Track form submissions and analyze performance through built-in analytics.
Gain powerful insights with Overview Analytics, Pipeline Analytics, Team Analytics, and Form Analytics. Track key metrics like close rates, deal values, lead generation performance, and team productivity to optimize sales strategies.
View a comprehensive record of all closed and lost deals. Filter by date, deal owner, or status to track financial performance and gain insights into sales trends. The deal summary panel allows for quick review of key deal details.
Visualize your sales funnel and measure conversion rates between deal stages. Track average time to close, sales velocity, and identify bottlenecks in your sales process. Ensure your deals are progressing efficiently.
Monitor team performance with individual and group sales insights. Compare deal closures, lead creation, and revenue contribution across team members. Use data to coach and improve sales strategies.
Track how well your lead capture forms are performing. Measure impressions, submissions, conversion rates, and revenue generated from form-generated deals. Optimize your forms for better lead generation and higher conversions.