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Deal Tracking Software

Use deal tracking software to understand every active deal within your pipeline so you can prioritize the deals that will help you hit your quota, every time.

Get started with HubSpot's deal tracking software.
  • This feature is available for free, with additional functionality in premium editions of HubSpot. See the pricing page for more information.

    • Create deals in HubSpot whenever a contact takes an action that could lead to revenue generation 
    • Store, track, manage, and report on the deals your sales team is working 
    • Use triggers to inform your team of every action that a contact or prospect takes within your sales cycle
    • Employ automated playbooks to make it easy to move your deals forward
    • Create customizable reports to monitor and improve performance across your team and individual contributors

     

  1. Monitor deals to optimize your sales cycle.

    Additional information about your sales cycle can improve revenue generation and team performance. HubSpot's deal tracking software makes it easy to understand how much revenue is tied up in each step of your sales cycle. 

     

    Use reporting to visualize how much your sales reps are responsible for, and assign new or incoming deals appropriately. Use automation to create and follow up on deals when contacts take specific actions, like booking a meeting or filling out a form.

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  1. Predict future revenue.

    Give your team and company actionable insights as deals progress through the sales cycle.

    Deals are created using HubSpot CRM contact records, so you can understand future revenue and potential lifetime value for each incoming prospect.
    Forecast revenue with deal tracking software.
  2. Customize deal scoring.

    Deal scoring helps your sales team prioritize which contacts to reach out to, so they don’t waste time on poor-fit leads.

    Create your own deal scoring criteria using HubSpot’s data fields, or turn on autopilot with HubSpot’s predictive scoring to make sure you’re spending time on the right contacts.
    Easy and clear deal tracking software for all your reps.
  3. Trigger sales automation.

    Notify your sales team every time a prospect takes a critical action. Know when your emails get opened, white papers get downloaded, or someone is looking at pricing.

    Reach out at the perfect time and move through each step of the process with ease and precision.
    Use automation with deal tracking triggers.
  4. Create and close deals on the go.

    Don't miss out on new leads or developments when you're away from your desk. Use HubSpot’s mobile app for iOS and Android to keep track of everything even while you’re on the road.
    Deal tracking software for mobile.

Have questions? Give us a call and we'll walk you through it.

+1 888-425-0873

Frequently Asked Questions

  • Deal tracking software is a tool within your CRM that helps you understand and manage where each prospect is in the sales pipeline, and build a strategy around incoming prospects that will help you get the most out of your deals. 

  • Popular features in HubSpot’s free deal tracking software include:

    • Custom deal stages and lead properties
    • Pipeline analytics dashboard
    • Automated data records
    • Deal task management
  • HubSpot's deal tracking software is part of Sales Hub, and you can get started with it for free. If you are looking for more advanced features to help organize your data and scale your team, HubSpot's Sales Hub also offers premium features with its Starter, Professional, and Enterprise editions

  • While HubSpot’s free CRM and deal tracking software include tons of great features, deal automation is only available for Sales Hub Starter and above. You can read more about the other features included in Sales Hub Starter here.

  • Our free tools and Sales Hub Starter use HubSpot's CRM as a backbone, which means you’ll never have to integrate, import, or export contact data. Everything is stored within a single source of truth. If you use a different CRM, you can upgrade to Sales Hub Professional or Enterprise to integrate with Salesforce as well.

  • Sales Hub integrates with Gmail, G Suite, and most versions of Outlook.