Sales Pipelines

Automate Your Sales Process.

Experience the power of automation in managing leads and deals within your sales pipelines. Streamline your sales process, giving your sales team the power to handle multiple deals and unlimited sales pipelines with ease.

James  M.

Social Media Marketing Pro

I Highly Recommend Dashclicks white label and fulfillment services to marketing agencies. As a user, my favorite feature is the system & CRM, fully customizable for your business and your clients as well. Able to integrate with many different platforms so all marketing efforts flow through to one place. I LOVE IT!!!
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One Platform. Tons of Features.

Deals is your all-in-one solution for managing your sales process. Get the features you need to take your sales process further and faster.

Multiple Pipelines

Create custom pipelines for each of your business lines or target markets, and track your deals with ease.

Deal Automations

Streamline communication with your customers via voice messages - easily record and send out messages in your live chat at the touch of a button.

Bulk Import Deals

Save time and hassle by importing multiple deals at once. Easily import deals from CSV files.

Different Pipeline Views

Customize the way you view your sales pipelines. Choose from various pipeline views, including kanban, table, and list views, to fit your team's workflow.

Deal Cards

Deal cards provide a comprehensive overview of each deal, including contact information, deal stage, and deal value.

Automation Logs

Keep track of your automated workflows. Review automation logs to ensure that everything is working smoothly, and troubleshoot any issues that arise.

Smart Lists

Create custom lists of deals that meet specific criteria. Use smart lists to organize your deals and streamline your sales process.

Multiple Pipelines

Create custom pipelines for each of your business lines or target markets, and track your deals with ease.

Deal Automations

Streamline communication with your customers via voice messages - easily record and send out messages in your live chat at the touch of a button.

Bulk Import Deals

Save time and hassle by importing multiple deals at once. Easily import deals from CSV files.

Different Pipeline Views

Customize the way you view your sales pipelines. Choose from various pipeline views, including kanban, table, and list views, to fit your team's workflow.

Deal Cards

Deal cards provide a comprehensive overview of each deal, including contact information, deal stage, and deal value.

Automation Logs

Keep track of your automated workflows. Review automation logs to ensure that everything is working smoothly, and troubleshoot any issues that arise.

Smart Lists

Create custom lists of deals that meet specific criteria. Use smart lists to organize your deals and streamline your sales process.

MOBILE APP

Bring Dashclicks on the go

Access the power of the world's #1 marketing agency platform from the palm of your hands with real-time notifications and updates.

Stay on top of key deal updates with real-time push notifications.

Effortlessly manage deals and delegate them to your team members.

Connect with contacts or potential clients through streamlined one-click messaging.

Seamlessly monitor multiple sales pipelines with our streamlined mobile interface.

Get a full picture of any deal with our comprehensive deal cards on the go.

Leverage smart lists to organize your deals and streamline your sales process.

FAQ

You've got questions, we've got answers.

How many deal records can I create?

You are able to create an unlimited number of new deals.

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
- Add Notes
- Add Followers
- Add Reminders
- Move Deal Stage
- Change Deal Owner

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?

You can create and manage unlimited sales pipelines.

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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Unlimited Sub-Accounts

Unlimited Users

All Apps

All Features

White-Labeled

Active Community

Mobile App

Live Support

100+ Tutorials

Unlimited Sub-Accounts

Unlimited Users

All Apps

All Features

White-Labeled

Active Community

Mobile App

Live Support

100+ Tutorials