Productive

Add services to deals in the sales phase. Use different pricing models to set up a fixed price or time and materials proposal.

Adding Services to Deals

Add a new deal and its win probability, change deal owner, leave notes on deals and assign To-Dos to yourself to follow up regularly.

Win a deal and convert it into a projec or a budget. Winning deals is easy with the Productive sales pipeline.

Lose a deal and add a lost reason to know why you are losing potential clients. Lost reasons can be set up manually in the Sales settings.

Quickly manage sales deals by duplicating existing ones or creating templates to save time and maintain consistency.

Disable time and expense tracking on deals by turning off these options for each stage in your sales pipelines.

There are a few reasons why you may be unable to track time against a service in a deal. Let's see what they are!

Learn how Previous Deal Probability and Previous Stage help you analyze deal trends, improve forecasting, and refine sales strategies.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you