Deal management platforms enable businesses to track the sales process including customer data as well as deal status, sales rep’s performance, and much more. This provides businesses with a complete view of their sales processes and allows them to pinpoint areas of weakness in order to improve future success. This is particularly helpful for real estate investors, who must find strategic insights quickly to help increase revenue from top to bottom and optimize profits over time.

One of the most important functions of a deal management platform is its capacity to simplify the sharing of documents and communications by eliminating manual processes. This makes it easier for teams to work together on deals and allows them to manage large projects. It also allows for quick access to data, even if teams are offline or in different time zones. This helps save time and allows businesses to close more sales.

Some of the best deal management systems include features such as customized data types and real-time collaboration. They also offer mobile applications. Founded in 2019, Attio is a relationship management tool that helps venture capital and private equity teams deal with their deals more efficiently. It comes with features like seamless tracking, high-quality information and a secure storage of all data.

A great deal management system also allows users to create and send quotes directly from the CRM. This allows for a more efficient sales process, reduce data entry errors and increase customer satisfaction. It also helps ensure that all relevant data is included in the quotation and is easily accessible look at here by the customer.