A deal in CRM software refers to a potential or actual sale or project. It is called a "deal" because it represents a business transaction or agreement that is being negotiated or has been completed. In Payaca's software, a "deal" is a central location where all information related to a specific project or sale is stored.
Within a deal you can store:
Quotes
Invoices
Payment records
Job forms
Certificates
Images
Files
Notes
Job bookings
Reminders
Tasks
Materials required
Purchase orders
It allows for easy management and tracking of the progress of the deal. A customer can have multiple deals in the system, which can be accessed and viewed on the customer's dedicated page.
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