Sales pipeline management software that works for you.

Bring automation to life when managing leads and deals within your sales pipelines CRM software.

Other Dashclicks built-in Apps:

My Deals

Create and assign new deals to sales reps, customize records and simply move your sales cycle forward across multiple teams and pipelines.

Deals
Deals
Deals
Deals

One platform to run your entire business

Save time, hit your goals faster and create a transformational experience by leveraging the DashClicks ecosystem.

Deals
Deals
Deals
Deals
Deals

Sales pipelines management in style

Manage multiple pipelines within your organization with complete unity across multiple different views such as table, board and list view.

Deals

Save time, automate everything

No need to manually write emails, send SMS messages, build websites, create reports and over a dozen other actions. Once a deal hits a specific stage, automate everything and drip it all out.

Deals

Manage deals with class

Your one source for everything associated to a specific deal is now here. Open our beautiful deal cards to manage your deals more efficiently.

Deals

Increase sales metrics

Reporting in sales organizations is crucial, which is why we focused on granular reporting, across multiple pipelines, for your entire team.

One platform, endless possibilities

All the building blocks you need to run your business from within one beautiful platform.

Apps
All apps work together seamlessly within the DashClicks ecosystem.
Integrations
Integrate your favorite third party apps with our native integrations built by DashClicks.
Utilities
Use our built-in utilities to make your life easier and speed things up that would take days.
API
Tap into our public API and create custom solutions for your business any way you'd like.
Zapier
Connect Contacts with thousands of third party apps using pre-built zaps, or create your own.
Frequently Asked Questions
How many deal records can I create?

You are able to create an unlimited number of new deals regardless of your current subscription plan. This includes free accounts.

Can I edit a deal after I’ve created it?

Absolutely. To create a seamless experience, our deal cards function exactly the same as a contact record. There, you can edit any details, create new custom properties, or add contact associations with a specific deal at any time.

Can I import my existing deals data?

Yes. You can import your deals data through one of two methods: use our import feature to collect data from an existing application, or by uploading a CSV file. You can find a sample template CSV within the deals app when clicking “Import.”

Can I automate any tasks within a pipeline?

Yes. You can create a custom automation for the following:

- Emails
- SMS
- InstaSites builds
- InstaReports builds

Whenever you move a new deal card into a pipeline stage with that automation, the action will automatically be scheduled to take place. You can then check in on any automation by using the Automations Log at any time.

What kind of information can a deal record hold?

Deal records are nearly identical to a contact record. This means you can store names, website URLs, contact details, file attachments, associated parties, and more.

Deal records, specifically, will also hold deal values, contract types, contract lengths, deal stage, and expected closing dates. If your deal pertains to an InstaSite or InstaReport build, you can easily associate those with the deal record, as well.

Can I organize my deals in other ways?

Yes. You can easily create new Smart Lists at any time. These are effectively filters that allow you to set your own custom parameters. Any deals that meet these new parameters can be found within that list.

How many unique sales pipelines can I create?

The number of pipelines available to you depends upon your current subscription plan:

Free - 1
Pro - 3
Plus - 10
Premium - 25

Does the deals app handle currency conversions?

Yes. If you expect to receive payment in a foreign currency, simply choose that currency for the deal. Then, the platform will automatically convert that currency accurately to your account’s default currency.

Can I export any deals data within the app?

Yes. Exporting your data is as simple as selecting the pipeline with your desired data and clicking the “Export” button. This will allow you to download a CSV file in seconds.

Does the deals app offer any sort of reporting?

Yes. The Deals app allows you to track all of your deals as open, won, or lost. These analytics also keep track of the total value of all deals that fall under these categories.

Additionally, you can filter your deal results by deal stages, pipelines, or sales reps. You can also track new periods by setting up a custom range of dates within the calendar widget.

Can I add or remove information from a deal record?

Yes. You can easily add or remove properties within the contact record. The only details you are required to keep are the Deal Name and Deal Stage.

You can also create your own custom properties by naming the new field and selecting an input type. Then, you can organize all of your fields in the order that you prefer.

Are there any failsafes to protect me if a deal automation fails to occur?

The Deals app features an Automations Log, which allows you to view every automation that is scheduled to occur within a sales pipeline. This allows you to keep an eye on what you can expect to happen at a specific date and time.

You can also skip automations or reschedule them at any time. Regarding personalization in your automated notifications, you can utilize the fallback feature to prevent errors in messaging.

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