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Deal Management Software — Track Every Opportunity

OptiKratos Deal Management gives your team complete visibility into every sales opportunity — value, probability, close date, activity history, and AI-powered risk flags — all in one workspace connected to WhatsApp and CRM.

14-day free trial, no credit card required
Unified with CRM and WhatsApp on one platform
SOC 2 certified, GDPR ready

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Sales Software features

What Deal Management Software — Track Every Opportunity includes

Every capability ships as part of your OptiKratos workspace — no add-ons.

Deal value & probability

Set expected value and win probability; forecasts update in real time as deals progress.

Expected close date tracking

Set and monitor close dates with visual alerts for deals going cold.

Deal ownership & assignment

Assign deals to reps and teams; reassign instantly when territories change.

Activity history per deal

Every call, email, and WhatsApp message attached to the deal automatically.

Custom deal fields

Add product, region, source, or any custom field to track what matters.

AI deal risk alerts

AI flags deals that have gone cold or are at risk of being lost.

Why OptiKratos

Benefits of Deal Management Software — Track Every Opportunity

Full deal history in one place
AI risk alerts before deals go cold
Revenue forecast accuracy improves
No deals slipping through the cracks
Works alongside WhatsApp and email

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Related features on OptiKratos

Contact ManagementUnified 360° contact profiles with full interaction historyLearn more Sales PipelineDrag-and-drop visual pipeline with AI deal scoringLearn more AI Sales AssistantAutonomous AI agent for outbound, qualification, and CRM logLearn more Sales InsightsRevenue dashboards, rep scorecards, and pipeline analyticsLearn more

Deal Management Software — Track Every Opportunity — frequently asked questions

Everything you need to know about Deal Management Software — Track Every Opportunity on OptiKratos.

Deal management software helps sales teams track, organise, and advance every sales opportunity from first contact to closed won — including deal value, probability, close date, and all related interactions.

Yes. OptiKratos supports one-time and recurring revenue deals, monthly or annual subscriptions, and can forecast recurring revenue from your pipeline.

Each deal in OptiKratos includes value, win probability, expected close date, associated contacts, complete activity history, custom fields, and AI-generated risk alerts. Deals update automatically as emails, calls, and WhatsApp messages come in.

AI Sales Assistant can handle outbound, update deal stages after calls, and flag at-risk deals. Revenue Intelligence provides deal probability scoring and next-best-action recommendations.

14-day free trial · No credit card

Start using Deal Management Software — Track Every Opportunity today

Full access on every plan. Upgrade as your team grows.

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Part of Sales Software · SOC 2 · GDPR ready · Dedicated onboarding