Integrerer DealJourney med Tripletex og Fiken?

Ja. DealJourney integrerer native med Tripletex og Fiken samt e-conomic, Fortnox og PowerOffice, så vundne handler synkroniseres til dit regnskabssystem som fakturaudkast.

Er fakturering inkluderet i DealJourney?

Ja. Fakturering, abonnementer og produktstyring er indbygget i platformen, så du kan fakturere kunder uden et separat værktøj.

Er der et sagsbehandlingssystem i DealJourney?

Ja. DealJourney har et integreret sagsbehandlingssystem, hvor supportsager deler samme kundekort som salg og fakturering.

Kan jeg følge handler og pipelines i DealJourney?

Ja. DealJourney giver dig sporing af muligheder og handler med tilpasselige pipelines, faser og prognoser.

Har DealJourney rapporter og dashboards?

Ja. Indbyggede rapporter og dashboards dækker pipelineværdi, gevinstrate, salgscyklus og vækst, så du kan følge resultaterne i realtid.

Indgående lead

Kilde: Web

Salgsmulighed

Pipeline: Salg

Handel vundet

Automatiseret

ERP-faktura

Synk: Tripletex

Jeres salgsteams centralnervesystem

Fra komplekse salgsmuligheder og kundesager til ERP-synk. DealJourney er centralnervesystemet for jeres salgsteam.

Begynd at bygge Se dokumentation

Indgående lead
Kilde: Web
Salgsmulighed
Pipeline: Salg
Handel vundet
Automatiseret
ERP-faktura
Synk: Tripletex

Salgs-pipeline

Offer

TechFlow Expansion

Enterprise Plan

$45,000

Nexus Systems

Standard Tier

$12,500

Won

Vestland Digital

Custom Integration

$120,000

Handel vundet!

Vestland Digital lukket

Pipeline-styring

Følg hver handel hele vejen til vundet

En stærk, visuel pipeline, der tilpasser sig jeres salgsproces. Flyt handler gennem egne faser, følg forventet omsætning og samarbejd i realtid.

Tilpasbare kanban-tavler til forskellige pipelines
Sandsynlighed og vægtet omsætningsprognose
Rige handelsprofiler med aktivitetshistorik og filer
Fælles noter og @omtaler

Integreret ticketing

Support kunderne, hvor I sælger

Lad være med at tvinge teamet til at skifte kontekst. Håndtér kundesupport, onboarding-opgaver og interne forespørgsler lige ved siden af handlerne.

Samlet indbakke

Al kundekommunikation ét sted. Kobl sager direkte til kontakter og aktive salgsmuligheder for fuld kontekst.

T-1042

API Rate Limit Exceeded

T-1041

Billing address update

T-1040

SSO Configuration Help

Svartider

Sæt svartidsmål per kundeniveau. Få besked, før deadlines ryger.

Tilbage1h 20m

Automatisk tildeling

Tildel sager baseret på nøgleord, afsenderdomæne eller aktive handler.

Hvis "faktura"

Send til Økonomi

Læs mere

Se, hvordan vores integrerede ticketing-system kan løfte jeres kundeoplevelse.

Udforsk Ticketing

Rapporter og analyse

Indsigter, der driver omsætning

Færdige, flotte rapporter, der giver jer hele billedet af forretningen. Stop kampen med regneark og begynd at træffe datadrevne beslutninger.

Pipeline & forecasting

See weighted pipeline and projected revenue by stage, owner, and period.

Win/loss analysis

Understand why deals close or slip, and where your process leaks.

Revenue & MRR

Track recurring revenue, new business, and churn as they happen.

Custom dashboards

Build the views your team needs and pin the numbers that matter.

Omsætningsprognose

Q3 2024

Faktisk

Forventet

Indbygget ERP-synk

Slut med dobbelt dataindtastning. Send vundne handler direkte til jeres regnskabssystem som kladdefakturaer, med ét klik.

Works with Tripletex, Fiken, Fortnox, e-conomic, PowerOffice and Visma.

One platform, the whole journey

From the first lead to the paid invoice and the support ticket after, every part of running a customer business lives in one place.

Sales & CRM

Capture leads, work every deal through a visual pipeline, and reach out at scale.

Leads & qualificationDeal pipeline & stagesContacts & companiesSales sequencesPower dialerCalling lists & territory mapsQuotes & offers

AI & Dealy

Your CRM on autopilot, an assistant that answers questions, drafts replies, and handles the busywork.

Dealy AI assistantWebsite chatbotMeeting notes & transcriptsSmart data enrichment

Billing & subscriptions

Turn a won deal into recurring revenue without ever leaving the CRM.

Subscriptions & recurring billingInvoices & ordersProducts & pricingContracts & e-signCommissionsLiquidity forecast

Accounting & ERP

Push closed deals straight to your accounting system as draft invoices, with no double entry.

Tripletex, Fiken & Fortnoxe-conomic & PowerOfficeVismaNative bookkeepingDraft invoice sync

Support & tickets

Help customers on the same record you sell and bill them on.

Shared ticket inboxSLAs & response timersKnowledge baseEmbeddable support widgetAuto-routing

Communication

Email, SMS, chat and calls, all logged against the customer automatically.

Email & templatesTwo-way SMSTeam chatTelephony & callsCalendar & booking

Platform & foundation

The controls, automation and openness that keep everything running your way.

Roles & permissionsWorkflow automationCustom fieldsDashboardsImport & exportPublic API & webhooks

Funktioner med deres egen side

De dele af DealJourney, der er et produkt i sig selv, hver med sin egen side, så du kan vurdere dem på deres egne præmisser.

Brugerdefinerede objekter

Modelér det, din virksomhed rent faktisk sælger og følger op på.

Læs mere

Teamchat

Intern chat, der allerede ved, hvilken kunde du taler om.

Læs mere

ProjekterAlfa

Lever det, du solgte, på den post, du solgte det på.

Læs mere

Dokumenter og e-signering

Send kontrakten, få den underskrevet, behold den på posten.

Læs mere

Meeting scheduling

Share a link, let people book the time you are actually free.

Læs mere

Every feature, by category

A full look at what's included. Scan the areas that matter to you.

Feature	What it does
Sales & CRM
Deal pipeline	Drag deals through custom stages with weighted forecasting.
Leads	Capture, score and route inbound leads automatically.
Sales sequences	Automated multi-step email and task outreach.
Power dialer	Call through a list in one focused session, logged to the CRM.
Territory maps	Draw areas on a map and assign them to reps.
AI & Dealy
Dealy assistant	Ask questions and take actions across your CRM in plain language.
Website chatbot	Answer visitors and turn chats into leads around the clock.
Meeting notes	Auto-transcribe and summarise calls and meetings.
Billing & payments
Subscriptions	Recurring billing, upgrades and dunning on autopilot.
Invoicing & orders	Quote to cash with orders, invoices and commissions.
Products & pricing	One catalogue with plans, add-ons and price books.
Contracts	Send and e-sign contracts tied to the deal.
Accounting & ERP
ERP sync	Push won deals to Tripletex, Fiken, Fortnox and more as draft invoices.
Native accounting	Keep the books inside the same system.
Support & communication
Tickets	A shared inbox with SLAs and auto-routing.
Knowledge base	Self-service articles and an embeddable widget.
SMS & email	Two-way SMS and email logged to the customer.
Team chat	Internal chat right next to the work it's about.
Platform
Automation	Trigger actions from any change with the workflow builder.
Roles & permissions	Granular access control per team and role.
Dashboards	Build and pin the metrics each team needs.
Public API	Build custom integrations with a documented REST API and webhooks.

Ofte stillede spørgsmål

Almindelige spørgsmål om, hvad DealJourney kan.

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