Deal Management and Tracking Software
Stay focused to close more deals
Pipeline Management
Create unlimited, customizable pipelines based on your workflow to track and manage deals as they move through the deal stages
Design your sales workflow using pipelines. Track and manage your deal as it moves through your deal stages until it is won or until the product is delivered
Create your purchasing workflow using pipelines. Manage purchases and get notified about deadlines and delays on a visual board
Deal Management
Manage deals on a visual board that keeps track of all deadlines, tasks, and delays and notifies you when something needs your attention
Manage deals as you move them through the deal stages and get notified when a deal needs your attention. Track emails, conversations, tasks, and documents related to the deal from the deal view
Manage purchase deals on a visual board and get a notification when a deal is getting delayed. Track all data relevant to the deal, including documentation, conversation, and emails from the deal view
Create unlimited, customizable visual boards to track and manage orders from the time it is closed until it is delivered. Get notified about shipment or delivery delays and track documents from the deal view
Sales Dashboard and Profitability Analysis
Track your deal profitability on a visual dashboard
View the profit margin on a deal to see if you are hitting your sales target. Keep a tab on your deal costs
Keep a tab on your expenses and track itemized costs for your purchase on a visual dashboard
Conversation Insights & Email Tracking
Access emails, phone calls, and conversations on a timeline view
Automatically link emails to contact records and access them on a timeline view along with other deal conversations
Use AI to rank customer happiness and focus on customers that need your attention
Custom Fields
Allow your team to record the information needed to move deals forward
Collect critical information for your business using required fields
Never miss important information by placing important them on the top
Improve the accuracy of the information you collect using Help text. Help text reminds your team what information to save
Document Management System
Store and attach documents and contracts to the deal. Get access to documents when you need them
Products
Manage products, including documents, such as spec sheets and pictures. Access a wide variety of pack sizes if your product needs one
Lead Generation Forms
Add prospects directly from your website into CreamSoda
Import Deals and Contacts
Import deals, contacts and products from a spreadsheet with the click of a button
Work Smarter with CreamSoda
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