Sales teams
Grip on your sales, without chasing reports
Salespeople work from their phone, you see the whole picture.
What you do with it
Roles
A salesperson sees their own conversations. Managers and owners see the whole company.
Overview
Revenue, conversion, open invoices and follow-up per salesperson.
Access log
When the Dealnote team looks along for support, it is logged and the owner sees it.
CRM integration
Quotes go automatically to HubSpot, Pipedrive, Zoho, Salesforce or monday.com.
Invite your team
Start free and invite salespeople by email.