Deal Management
Manage every opportunity to a clean close
Deal management software that tracks each opportunity on one record — owner, amount, stage, labels, and custom fields — closes it won or lost with a reason that sticks, and feeds win/loss analysis. The deal lives next to the whole customer 360.
See your whole pipeline at a glance
Every open opportunity sits on a board you can drag across stages. Move a deal forward in one motion and watch your pipeline update instantly.
One page that tells the full story
Open any deal to see its timeline, tasks, contacts and company together. No tab-hopping, no guessing what happened last, no lost context.
Stage changes that do the work for you
When a deal moves stage, KudosCRM can fire an automation: create a task, notify the owner, or kick off a follow-up. The busywork runs itself.
How it works
Every part, explained.
Create the deal
Add an opportunity with an owner, amount, stage and expected close date. Link it to the contact and company it belongs to from the start.
Drag it across the pipeline
The board shows your stages left to right. Drag a deal to the next stage and it updates everywhere at once, no double entry.
Open the deal detail page
Each deal has its own page that pulls together the timeline, tasks and related records so the whole context lives in one place.
Log and plan work
Add tasks, capture notes and review the activity timeline right on the deal, so the next step is always clear to whoever picks it up.
Let automations react
Tie a workflow to a stage change. Moving a deal forward or back can trigger tasks, notifications or follow-ups automatically.
Close it out
Mark the deal won or lost. The outcome and its full history stay on record, ready for review and reporting.
Deep dive
Everything that's in the box.
Custom fields, labels & favorites
Extend a deal with your own fields, flag it hot, warm, or cold, and star the ones you're watching — so each opportunity carries how your team actually qualifies it.
Owner, amount and close date
Each deal carries a clear owner, a value and an expected close date so accountability and timing are never ambiguous.
Dedicated deal detail page
Every opportunity opens to its own page with timeline, tasks and related records in one view.
Activity timeline
See what happened on the deal in order: notes, tasks, stage changes and related activity, all in context.
Tasks on the deal
Create and track the next steps right where the deal lives, so follow-ups never fall through the cracks.
Linked contacts and companies
Connect each deal to the people and accounts behind it, and jump straight to their records from the deal.
Stage-change automations
Trigger a workflow when a deal changes stage to assign tasks, send notifications or start a follow-up.
Win/loss analysis & close reasons
Close won, lost, or abandoned with a required reason — and competitor — that sticks to the record, then read win-rate and lost-reason analysis to see exactly why deals go either way.
Bulk actions, filters & saved views
Re-assign, re-stage, edit, tag, or delete deals in bulk; filter on a dozen fields; and save the views your team returns to — plus smart views like stalled or at-risk.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
Works with your integrations
Connect the tools that power this in KudosCRM.
FAQ
Frequently asked
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