Deals Management for Perfex CRM

Deals Management for Perfex CRM

 Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, managing deals has never been easier. and more

Deals Management for Perfex CRM is a powerful add-on designed to help sales teams manage opportunities, track deal progress, and optimize their sales pipeline — all within the familiar Perfex CRM environment. With this module, users can visualize, organize, and automate the sales process to improve conversions and gain deeper insight into customer interactions.

Built for growing businesses and agile sales teams, this module brings structure to your sales efforts with Kanban-style views, activity logs, reminders, and conversion tracking — without the need for third-party tools.
Key Features

Kanban Pipeline View
Drag-and-drop interface to move deals between stages like Prospecting, Qualified, Proposal Sent, Won, or Lost.

Multiple Pipelines
Create and manage different pipelines for various products, services, or departments.

Deal Lifecycle Tracking
View the entire history of interactions, activities, and updates tied to each deal.

Custom Deal Stages
Tailor the sales workflow to match your specific business process.

Automated Reminders & Follow-Ups
Set automated alerts for deal deadlines, follow-up calls, or client check-ins.

Integration with Contacts & Companies
Seamless connection with clients, leads, and contacts already stored in Perfex CRM.

Activity Logging
Track meetings, calls, emails, and notes — all centralized under each deal.

Advanced Filtering & Sorting
Filter deals by stage, sales rep, value, or closing date for quick access and reporting.

Deal Forecasting & Progress Metrics
Visualize expected revenue, performance trends, and conversion rates across your pipeline.