One form for every deal
Title, company, contact, value, expected close date, source, priority, product and owner — on a single screen.
Track every deal from first conversation to signed order. Link it to a company and contact, set its value and expected close date, and move it through clear stages to WON.
START YOUR FREE TRIAL See how deals workEvery deal follows the same clear path, so your forecast is always based on real stages.
Add a deal with the New Deal form, or convert a qualified lead.
Connect the company and contact so every call and email lands in one place.
Move it through Qualified, Proposal and Negotiation as it progresses.
Mark it WON or LOST. Both are final, so the pipeline stays honest.
Title, company, contact, value, expected close date, source, priority, product and owner — on a single screen.
Each stage carries a win chance that feeds the forecast.
Deal value × stage probability, added up across open deals.
Sample figures for illustration.
Every deal has a close date, so this month’s list is one glance away.
Link a company and a contact so the whole history sits on the deal.
Create a quotation from the deal with its company, contact and value already filled in, then track it alongside the deal.
Every deal has an owner, and the list filters by owner in one tap.
Owner: Rahul Verma
Drag deals across stages on the board. Totals update per column, so you always know what is in play and what is likely to close.
Common questions about deals in SpeedoOne CRM.
A lead is a raw prospect you are still qualifying. A deal is a real opportunity with a value and an expected close date. Converting a lead creates the deal, contact and company in one step.
Each stage has a win probability. The weighted pipeline multiplies every open deal’s value by its stage probability and adds them up.
They are the final stages. A deal marked WON or LOST leaves the open pipeline, so your forecast only counts deals that are still in play.
Yes. The New Deal form lets you link a company and a contact, so their history and details stay attached to the deal.
Yes. Quotations sit next to Deals in the Sales section, so you can quote a deal without re-typing its details.
Track every deal, stage and close date in one place. Free to start.