Does DealJourney integrate with Tripletex and Fiken?

Yes. DealJourney natively integrates with Tripletex and Fiken, as well as Fortnox, e-conomic, and PowerOffice, so closed deals sync to your accounting system as draft invoices.

Does DealJourney include invoicing?

Yes. Invoicing, subscriptions, and product management are built into the platform, so you can bill customers without a separate tool.

Is there a ticketing system in DealJourney?

Yes. DealJourney includes an integrated ticketing system where support tickets share the same customer record as sales and billing.

Can I track deals and pipelines in DealJourney?

Yes. DealJourney provides opportunity and deal tracking with customizable pipelines, stages, and forecasting.

Does DealJourney have reporting and dashboards?

Yes. Built-in reports and dashboards cover pipeline value, win rates, sales cycle, and growth so you can track performance in real time.

Inbound Lead

Source: Web

Opportunity

Pipeline: Sales

Deal Won

Automated

ERP Invoice

Sync: Tripletex

Your revenue team's central nervous system

From tracking complex opportunities to resolving customer tickets and syncing with your ERP. DealJourney is the central nervous system for your revenue team.

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Inbound Lead
Source: Web
Opportunity
Pipeline: Sales
Deal Won
Automated
ERP Invoice
Sync: Tripletex

Sales Pipeline

Offer

TechFlow Expansion

Enterprise Plan

$45,000

Nexus Systems

Standard Tier

$12,500

Won

Vestland Digital

Custom Integration

$120,000

Deal Won!

Vestland Digital closed

Pipeline Management

Track every deal to closed-won

A powerful, visual pipeline that adapts to your sales process. Move deals through custom stages, track expected revenue, and collaborate with your team in real-time.

Customizable kanban boards for different pipelines
Probability and weighted revenue forecasting
Rich deal profiles with activity history and files
Collaborative notes and @mentions

Integrated Ticketing

Support customers where you sell

Don't force your team to switch contexts. Manage customer support, onboarding tasks, and internal requests directly alongside your deals.

Unified Inbox

All your customer communications in one place. Link tickets directly to contacts and active opportunities for full context.

T-1042

API Rate Limit Exceeded

T-1041

Billing address update

T-1040

SSO Configuration Help

Response Timers

Set response time targets per customer tier. Get notified before deadlines are missed.

Left1h 20m

Auto-Routing

Assign tickets based on keywords, sender domain, or active deals.

If "billing"

Assign to Finance

Learn more

Discover how our integrated ticketing system can transform your customer experience.

Explore Ticketing

Reports & Analytics

Insights that drive revenue

Beautiful, out-of-the-box reports that give you the full picture of your business. Stop wrestling with spreadsheets and start making data-driven decisions.

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.

Revenue Forecast

Q3 2024

Actual

Projected

Native ERP Sync

Stop double data entry. Push closed deals directly to your accounting software as draft invoices with a single click.

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

Features with a page of their own

The parts of DealJourney that are a product in their own right, each with its own page, so you can judge them on their merits.

Custom objects

Model the things your business actually sells and tracks.

Team chat

Internal chat that already knows which customer you mean.

ProjectsAlpha

Deliver what you sold, on the same record you sold it on.

Documents & e-signing

Send the contract, get it signed, keep it on the record.

Meeting scheduling

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

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.

Frequently asked questions

Common questions about what DealJourney can do.

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