Features · On every plan, including free
Deal tracking and sales forecasts
A deal is an opportunity with a company: a value, a close date and how likely it is to win. Add as many as you need and SmartContact keeps the totals up to date.
What you get
Value, date and probability
Each deal has an amount, expected close date and win probability, set by its stage or by hand.
Weighted forecast
See open pipeline, weighted forecast and what is due to close this month, by person or for the whole team.
Deal boards and lists
Drag deals between stages on a board, or work through them in a list you can filter and save.
Tasks and notes on deals
Log calls, notes and follow-up tasks against the deal itself, so its history stays in one place.
Set it up
- Set up a deal pipeline in Settings, with a win probability for each stage.
- Add a deal from any company record.
- Check the forecast report each week and chase what is due to close.
Questions
Can customers accept quotes online?
On Standard you can build a quote on a deal from your price list. The customer accepts it online, the deal is marked won, and with Xero connected it becomes a draft invoice.
Which currency are deals in?
Your workspace currency, set in Settings › Workspace. GBP by default.
Pricing
Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies. Your first workspace gets Standard free for 30 days, no card needed. Prices exclude VAT.
Related: Quotes and Xero · Sales pipeline · Reports and report builder · All features