DealFunnel CRM

DealFunnel puts your whole sales pipeline in your pocket, so the CRM gets updated where selling actually happens.

A rep logs a call in three taps between meetings. A manager opens one screen and sees the number. Nobody waits until Friday to bring the system up to date.

YOUR PIPELINE, LIVE

The dashboard opens on open pipeline, weighted forecast and progress against target. Tasks due today sit underneath, and the recent activity feed shows what the team has been doing since you last looked.

DEALS THAT STAY CURRENT

Every deal holds its value, stage, close date, owner and next step. Move a deal between stages without opening an edit form. Qualify it against Budget, Authority, Need and Timing, and set the date you want to be woken up on it. Deals nobody has touched are graded by how stale they are, so the pipeline you report is the pipeline that is real.

ACCOUNTS AND CONTACTS

Full account records with their deals, contacts and history on one screen. Map the buying committee so you know who signs, who blocks and who you have never met. Import contacts straight from your phone, and call or email anyone from their record.

THREE-TAP ACTIVITY LOGGING

Log a call, meeting, email or note against a deal, an account or a contact. Pick the type, pick the record, add a line, done. Activities roll into the feed and into every report that follows.

TASKS AND CALENDAR

Tasks with due dates, owners and the record they belong to. Schedule a meeting from a deal and it lands in the calendar with the context attached.

WHAT THE TEAM IS DOING

Company and team dashboards show performance per team and per rep, built from the same activity and deal data the reps are entering. Managers get the picture without asking anybody for a spreadsheet.

RECOGNITION THAT LANDS

Achievements and streaks track the habits that close deals, not just the closes. Send a colleague kudos from the app when they earn it.

BUILT FOR A PHONE

Dark mode, fingerprint sign-in, a PIN lock, two-factor authentication and push alerts for the deals and tasks you care about. Updates arrive over the air, and the release notes are in the app.

DealFunnel connects to your organisation's DealFunnel account. Your administrator sends you an invitation to sign in.