6. Deals

6. Deals

RealOffice360™ isn't your standard CRM, it is well beyond that. Why? We help you track your deals, keep you on track and come tax time, have all the information ready and waiting for you to access.

6-1. Deal Manager Overview


All of your business that you put through the Business Tracker will be caputred in the Deal Manager. Here we tell you how many deals you have done, how many you have closed/won, how many you have lost and the client for each transaction. You can export your deals from the Deal Manager at anytime allowing you to track your progress in Excel or give to your accountant at tax time!

Screen Shot 2018-07-11 at 2.03.12 PM.png

Free PlanMike McAra