CRM & Deals
Track deals, manage your pipeline, and log activities.
The built-in CRM helps you track deals associated with facilities, manage your sales pipeline, and log activities. All your deal data is integrated with facility information for a complete view of your sales process.
What Is a Deal?
A deal represents a potential sales opportunity tied to a specific facility. Deals help you:
- Track opportunities through your sales pipeline
- Record expected value and close dates
- Associate contacts with opportunities
- Log activities (calls, emails, meetings)
- Forecast revenue
Key Features
Deal Pipeline
Visual kanban board showing deals organized by stage. Drag and drop to move deals between stages.
Deal Stages
Customizable stages that reflect your sales process. Create, edit, and organize stages to match your workflow.
Activity Timeline
Log every interaction — calls, emails, meetings, notes. Track the complete history of each deal.
Revenue Forecast
See projected revenue by month based on expected close dates.
Contact Association
Link multiple contacts to each deal. Track who's involved in every opportunity.
Where to Find Deals
Home Dashboard
Your main dashboard shows:
- Pipeline value and active deal count
- Kanban board of all deals by stage
- Revenue forecast chart
- Recent activity across all deals
- Deals table with filtering and sorting
Facility Search
When you open a facility's Company Drawer:
- The Deals tab shows all deals for that facility
- Create new deals directly tied to the facility
- View and edit existing deals
Deal Lifecycle
A typical deal flows through these stages:
- Lead — Initial opportunity identified
- Qualified — Confirmed as a legitimate prospect
- Proposal Sent — Formal proposal delivered
- Negotiation — Active discussions on terms
- Closed Won — Deal successfully closed
- Closed Lost — Deal did not close
Stages are fully customizable — you can add, edit, or remove stages to match your process.
Integration with Facilities
Deals are always tied to a specific facility:
- When you create a deal, you specify which facility it's for
- The deal appears in both the dashboard and the facility's drawer
- Contacts at the facility can be associated with the deal