What you can do with it on Monday
- 1
Drag a deal between stages and see where it stalled.
- 2
Ask what is coming in this month — weighted, by stage.
- 3
Several pipelines side by side: sales, service, anything.
Who switches it on
More in Sales
- QuotesAn offer the customer can accept.
- ContractsA contract register with expiry and notice deadlines, automatic renewal and e-signing — the system warns before something lapses, and the signer gets their own copy.
- SubscriptionsRecurring paid services tied to a customer — a draft invoice for every cycle that falls due, trials, pauses and cancellations.
- TasksTo-dos with a due date and an owner.
- CalendarEvents, due dates and absences on one grid.
- TelephonyCompany phone numbers, the call log, voice drops and the answering receptionist.
Common questions
What happens to my data if I switch Deals off?
Its screens leave the menu and its addresses stop opening, but nothing is deleted: switch it back on and everything is where you left it.
Can I try it?
No need to: it is part of the Free plan, with no time limit and no card.
Start free, pay for what you need
The core CRM is free for good, with no card; you can try every paid module for 14 days. If it doesn't suit you, export everything and leave — the data stays yours.