What is a deal in CRM?

Uses

Glossary

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.

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How to work with deals?

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.

Deals in Bitrix24 CRM

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.

What is a deal in CRM?

How to work with deals?

Deals in Bitrix24 CRM

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