How can we help?

The setup wizard, then the checklist that gets you from empty to actually using it

Everything that belongs to you rather than to the company — your details, password, notifications and preferences

The bell tells you what happened while you were elsewhere, and you decide what counts

The page you land on, and what the widgets on it are pulling from

The three different ways to find a record, and which one to reach for

The company-wide configuration only administrators can see, and what lives where

Bring existing data in from a spreadsheet or another system, safely

Early prospects who have not bought anything yet, and where they sit before the real pipeline

Live deals with a value, a close date and a stage, and how they move through your pipeline

The companies you actually do business with, and everything that hangs off them

The individual people you deal with, and how they differ from the companies they work for

Calls, emails, meetings and tasks attached to a record, and how your day gets built from them

Planned follow-up that runs itself, and stops the moment someone replies

See your records geographically and work by area instead of by list

The gamified view of sales activity: daily goals, streaks and where you stand

Search a company register from inside the CRM and import what you find as leads

The columns your deals move through, and the two places you can change them

Work a call list without touching a phone — dial, log, next

Plan, send and measure campaigns against the same customer data the sales side uses

Billing customers from the CRM, and how it lines up with your accounting system

Recurring agreements, renewals, and the revenue that repeats every month

The catalogue your quotes, invoices and subscriptions are priced from

Bring the figures from your finance system to the people talking to customers

Project the cash going in and out, so you can answer whether you can afford it in March

The support inbox where customer requests land, and how a ticket differs from an email

Where your company writes down what it knows, so it is not in one person's head

A prioritised feed of new meeting minutes from the organisations you follow

A page where your customers follow their own support requests, with no account to create

An AI chat bubble on your own site that answers from your knowledge base and escalates the rest

Meetings, events and dated work in one place, and where they come from

Let people book time with you themselves, against your real availability

Put the correspondence with a customer onto that customer's record automatically

Reusable email copy your team sends, and where the personal details come from

Build a contract, send it for e-signature, and see who has opened and signed it

The work you deliver after the deal is won, and the people doing it

The visit itself — who is going, when, what was actually done, and what it bills

The objectives your company is working towards, and the numbers that say whether you got there

Units of work with an owner, a status and a due date — attached to a project, a ticket or a customer

Record hours against a customer, project, deal, ticket or task, and decide what is billable

Internal conversation that sits next to your CRM data, so a decision and the record it is about stay together

Text a customer from their record, and see the whole exchange on their timeline

Multi-step forms you send to a named customer, with answers landing on their record

The assistant built into DealJourney: what it is, and what it can reach

Make DealJourney do the routine part itself, when something happens

Watch Tripletex events arriving into DealJourney, and send CRM events out with a workflow if you need to

Build and publish campaign pages, and see who filled the form in

Connect DealJourney to the systems you already use, and where to find them

Keep contracts and proposals on the record they belong to, not in somebody's inbox

Watch external sources for documents that matter to you, and surface the ones worth reading

Turn what is in the CRM into numbers you can act on

The four ways something outside DealJourney can read or change your data

Your own record type, when the built-in ones do not fit what you sell or manage

Build your own tabs on a customer, a sale, an activity or your own objects, with the fields, groups and panels your company actually works from

A wall screen of your live numbers, on a link that needs no login