Deal Tracker CRM

What Is the Deal Tracker CRM in Deposyt?

The Deal Tracker in Deposyt is an advanced layer on top of your pipelines that allows you to track, manage, and analyze individual deals in greater detail.

While pipelines show you:

Where a contact is

The Deal Tracker shows you:

What is actually happening inside each deal

This gives you deeper visibility into:

• Revenue opportunities
• Deal progress
• Team involvement
• Performance metrics

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Why the Deal Tracker Matters

Most CRMs only track stages.

Deposyt goes further by allowing you to:

• Track multiple deals per contact
• Break deals into sub-deals
• Monitor deal-specific progress
• Analyze deal timelines and performance

This is especially important for:

• High-ticket sales
• Complex deals
• Multi-step processes

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What You Can Track in a Deal

Each deal can include:

1. Deal Details

• Deal name
• Value (revenue amount)
• Associated contact
• Assigned team or user

2. Deal Stages

• Current pipeline stage
• Stage history

3. Sub-Deals (Advanced)

Example:

• Main deal: Merchant account approval
• Sub-deals:
  • CRM setup
  • Upsell services
  • Partner onboarding

4. Activity Tracking

• Notes
• Tasks
• Communication
• Timeline events

5. Revenue Data

• Deal value
• Payments collected
• Remaining balance

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How to Create a Deal

1. Go to CRM → Deal Tracker
2. Click Create Deal
3. Select associated contact
4. Enter:
   • Deal name
   • Value
   • Pipeline/stage
5. Assign team members (optional)
6. Save

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How Deals Work With Pipelines

Deals are tied directly to pipelines.

• Each deal sits in a stage
• Moving the deal updates its position
• Automations can trigger based on movement

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Deposyt Advantage

Deposyt’s Deal Tracker allows you to:

• Track multiple deals per contact
• Break deals into sub-deals
• Connect deals to payments and revenue
• Assign multiple team members
• Analyze deal performance

This creates a system where:

You don’t just track leads—you track actual revenue opportunities.

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High-Impact Strategies for Using Deal Tracker

1. Track Every Revenue Opportunity

Every potential sale should be created as a deal and actively managed. This way, your team can maintain visibility throughout the sales process.

• A deal
• Tracked
• Managed

2. Assign Deal Values

Even estimates help you:

• Forecast revenue
• Prioritize high-value deals

3. Use Sub-Deals for Complex Sales

Break large deals into:

• Smaller components
• Upsells
• Add-ons

4. Track Team Involvement

Know:

• Who is responsible
• Who contributed
• Who needs to follow up

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Pro Strategy: Turn Deals Into Revenue Forecasting

By tracking deal values and stages, you can:

• Estimate future revenue
• Identify high-probability deals
• Focus on closing

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Advanced Strategy

Use automations with deals:

• Deal created → assign to team
• Deal moved → trigger follow-up
• Deal closed → trigger onboarding

This creates a structured sales system.

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How Deal Tracker Improves Sales Performance

When used correctly, it helps you:

• Close more deals
• Track progress accurately
• Improve team accountability
• Increase revenue visibility

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Common Mistakes to Avoid

• Not creating deals for opportunities
• Not assigning deal values
• Not updating deal stages
• Not tracking sub-deals
• Not using automation

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Summary

The Deal Tracker in Deposyt allows you to:

• Manage and track deals
• Break down complex sales
• Forecast revenue
• Improve sales performance

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Next Steps

To continue optimizing your CRM, explore:

• Tasks and Reminders
• Notes and Activity Logs
• Tags and Smart Filters
• Search and Global CRM Navigation

These features will help you fully manage your deals and workflows inside Deposyt.