Deals

Biz dev, accelerated.

Staying on top of your recruitment biz dev activities and closely following deal progression is critical to the growth and stability of your agency. With PCRM’s Deals feature, you’ll gain the power of visual workflow management (kanban) and targeted task tracking for complete visibility and control over your sales process.

The Deals feature gives your team an information-rich, centralized view of the sales pipeline, so everyone is clear on where each prospective deal stands, what needs to happen next, and when it needs to happen. 

• Deals creates a ‘single source of truth’ for your prospects, with all attachments, contacts, and tasks available right within the Deals view.
• Create and assign tasks directly within each deal, including calls, emails, and meetings.
• Set deadlines, reminders, and priorities to ensure timely progression, dramatically reducing stagnation and keeping deal velocity high.
• Filter views for yourself and your team by deal ‘temperature’, projected close date, projected value, and more to drill down for clarity.
• Activity logs track contact points and keep context clear, making it easy for team members to collaborate with consistency.
• Send emails, launch calls, and send text messages directly from the deals view for maximum efficiency.

Combine all of this with probability stats, deal ‘temperature’ ratings, and clear views, and you’ll be making better informed decisions and stronger client relationships. PCRM’s Deals Workflow makes it possible.