No single record
The value is in a spreadsheet, the quote in an email, the notes in a notebook.
CRM · Deal Tracking
Deal tracking software with line items and quotes.
Deal tracking is keeping a live record of every opportunity: its value, stage, close date and history. Flaxxa CRM deals carry line items from your product catalogue, values in your currency and a timeline of every activity, and you can send a PDF quote, book a meeting or close the deal from the same page.
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Capabilities
Everything CRM ships with.
◉
Lead management
◇
Pipelines & deals
✦
Stage automations
⌬
Sequences
◐
Scoring & forecasts
▣
Quotes, meetings & API
The full feature list→ Start free
- Products and discounts
- Line items
- PDF and web link
- Quotes
- Per deal
- Currencies
- Idle deals flagged
- Rotting
01 / 04
Why do deals stall without anyone noticing?
Guesswork values
Deal values typed from memory don't add up to the quote.
Nobody's watching
Deals go quiet for weeks before anyone asks.
02 / 04
How do you track a deal in Flaxxa CRM?
Create or convert
Start a deal or convert a qualified lead, with value, currency and expected close.
Add line items
Pick products from your catalogue with quantity, price and discount.
Quote and meet
Email a PDF quote and book a Flaxxa Calendar meeting from the deal.
Close it
Mark it won or lost with a reason; the forecast and reports update.
03 / 04
What does a Flaxxa CRM deal hold?
Value and currency
Each deal in its own currency, with expected close date and probability.
Product catalogue
Products with SKU and price, reused across deals.
Quotes
A numbered quote from the line items, emailed as a PDF with a web link.
Activity timeline
Calls, emails, meetings, notes, tasks and WhatsApp messages.
Custom fields
Your own fields on deals, in forms and the API.
Clone
Copy a deal to start a similar one.
04 / 04
What changes when deals are tracked properly?
Values that add up
Line items drive the deal value and the quote.
Faster quotes
From deal to PDF in one step.
No forgotten deals
Idle deals are flagged automatically.
Keep exploring
More CRM capabilities
Sales Pipeline
Sales pipeline software with drag-and-drop boards, several pipelines, stage win probabilities, rotting deal alerts and automations on every stage change.
Forecasts & Reports
Sales forecasting and CRM reports: weighted forecasts by month, quarter or year, win rate, conversion by source, team performance and pipeline by stage.
Sales Automation
CRM workflow automation: when a lead is created, moves stage or is qualified, assign it, tag it, create a task, enrol it in a sequence or call a webhook.
FAQ
Deal Tracking: common questions
Keeping a record of every sales opportunity: who it's with, what it's worth, which stage it's at, when it should close and what has happened so far. Deal tracking software keeps that record shared and up to date.
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Try Flaxxa CRM free.
Spin up a workspace and put Deal Tracking through its paces.
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