DealFlow reimagines CRM as a fun, easy to use well designed iPad app with a sales funnel view. A cool new interface that helps reps answer the number one question in their sales lives; what do you have in your sales funnel and what is going to close?

DealFlow syncs with a user's account allowing for easy import of Opportunities, Companies and Contacts. Once imported any changes made on the app are automatically reflect on salesforce making it easy to report on and manage Opportunities from Qualification to successful Close.

The next versions of DealFlow will have even more great functionality including

  • Sync with to easy access to Presentations, Digital brochures, videos and spreadsheets

  • Team Version for managers, directors and VPs to review and manage their sales teams

  • Click to Order with custom integration to FinancialForce or Quickbooks to take Closed-Won deals and turn them into orders that are shipped

  • Workflow. Got projects or processes? Using the same easy to use DealFlow interface and custom Project Management platform back end Workflow now lets the entire organization manage projects and processes outside of the sales team.

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