Deal tracking software helps sales teams manage their deals by using a customized system of record, like instant visibility in to the pipeline, and decide which in order to pursue based on qualitative and quantitative metrics. Additionally, it enables firms to improve due diligence with virtual data rooms, assessment legal paperwork in a fraction of the time with artificial brains and equipment learning features and improve thoroughness to lessen regulatory risk.
Unlike traditional CRM’s that focus on deal tracking software managing info, real estate deal management software integrates client romantic relationship tools with comprehensive realty deal pursuing capabilities. Included in this are a deal application form with particular fields, interaction integrations meant for working more smoothly with clients and teams, real-time change management that shows a 360 degrees view in the location of your deals about a map or perhaps list, and a custom dashboard that shows all important details quickly.
Customizable Offer Dashboards
Obtain an overview of all deals in the canal with personalized deal dashboards making it easy to monitor progress simply by stage, sales rep, or item. You can also set up and mail quotes directly from the offers module, making it easier to close business with your consumers.
With artificial intelligence-based predictions, Zia makes it easy for your team to identify which opportunities are likely to convert into income and then nurture them consequently. The result is more quickly deal speed and upgraded opportunity conversion, aiding you hit the quota more readily than ever before.