DEAL TRACKING

Never drop a deal again

Track every deal from start to finish with OptiKratos. Monitor deal value, win probability, expected close dates, and all related activities. Stay on top of your opportunities and close more deals.

14-day free trial, no credit card required
Trusted by over 100,000 companies
500+ integrations to boost workflows
Built-in AI to close deals faster
GDPR compliant and secure

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Full access. No credit card required. Used by over 100,000 companies.

Trusted by 100,000+ companies in 179 countries

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Comprehensive deal tracking features

Track deals with all the information you need

Deal value tracking

Track deal value, expected revenue, and win probability

Close date forecasting

Set and track expected close dates for better planning

Deal ownership

Assign deals to team members and track ownership

Deal activity tracking

Track all interactions and activities related to each deal

DEAL TRACKING

Track deals with complete visibility

With OptiKratos deal tracking, you can add deals, their value, win probability and expected close date, then organize and track them by your pipeline stages. Colored cues draw your attention to deals about to go cold, so you know what to tackle first.

Every deal in OptiKratos includes comprehensive information: associated contacts and companies, all activities and communications, custom fields for your specific needs, notes and documents, and a complete history of changes. This gives you full context for every opportunity.

Deal tracking includes:

Deal value and probability
Expected close dates
Associated contacts
Activity history
Custom fields
Document attachments

Why track deals with OptiKratos?

Never lose track of an opportunity

Forecast revenue accurately

Identify deals that need attention

Track deal progression over time

Improve win rates

Make data-driven decisions

Deal tracking FAQ

Deal tracking is the process of monitoring sales opportunities from initial contact through to close. It involves tracking deal value, probability, expected close date, associated contacts, activities, and the current stage in your sales pipeline.

Yes, OptiKratos supports both one-time and recurring revenue deals. You can set up deals with monthly or annual recurring revenue, track subscription values, and forecast recurring revenue based on your pipeline.

OptiKratos provides a comprehensive deal tracking system where you can create deals, assign values and probabilities, set expected close dates, track all related activities, and monitor progress through your pipeline. You can filter, sort, and analyze deals to identify which ones need attention.

OptiKratos provides visual indicators for deals that need attention, such as deals approaching their close date, deals that have been in a stage too long, or deals with low activity. You can also set up automated notifications for important deal events.

Start tracking your deals today

Full access. No credit card required.

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