A deal in CRM represents a potential or ongoing sales opportunity between a company and a customer. It tracks the progress of a sale – from the first contact to negotiation and closing. Each deal usually includes information like value, stage, expected close date, and assigned sales rep.
Sales teams manage deals by updating their stages, setting reminders, and recording all communications. For example, a rep might move a deal from “Proposal Sent” to “Negotiation” after a client meeting. Monitoring deals in the CRM helps prioritize opportunities, forecast revenue, and ensure a consistent sales process across the team.
If you are looking for a simple and powerful tool to help you manage deals, consider Bitrix24 CRM. With over 35 sales and marketing tools on board, Bitrix24 is a perfect CRM system for any business.
Cookies: This website uses cookies for analytical and technical reasons. ‘Analytical Cookies’ are inserted by Google Analytics to help us understand which countries our visitors come from, which pages they visit and what actions they take on this site. ‘Strictly Necessary Cookies’, as the name implies, are a type of cookies that are required for proper functioning of certain features of this website, such as the ability to use live chat. Disabling these cookies will disable access to those features and degrade your website experience.
Cookies of both types can be enabled or disabled within this plugin.
More information about our Cookie Policy