Managing and tracking deals have become easier than ever with CapLinked’s new DealTracker tool. With its intuitive and user-friendly interface, DealTracker promises to streamline your deals and enhance collaborative efforts within your workspace.
Seamlessly manage the entire lifecycle of your deals in one secure location. You can easily view all of your deals on a single, easy to read dashboard. There is no more need to waste time with spreadsheets to explore details. Through DealTracker, you can design custom stages and details, move deals from idea stage through closing and beyond, and quickly locate information such as financials and projections. Add new deals with a single click, organize deals based on their current stage, and always keep your colleagues securely updated with minimal effort.
DealTracker enables you to create and manage custom fields to fit your needs, including text, currency, percentages, and more. The stages of your deals can be customized based on your enterprise transaction cycle.
CapLinked does not rely on outdated software like Flash or Java to protect your secure data, so your documents and notes are stored securely on SSAE16 Type 2 and ISO 27001 certified servers. DealTracker pipelines are securely private and restricted to you and your team.