Note: This is a module for Perfex CRM . This is Not a standalone script.

Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, managing deals has never been easier. and more

Deal Manager Demo

Login Details

Username: admin@saas.com
Password: 123456

Update History

13 January 2024

--- Added Email template for deal when send create new email on deal details email tab
--- Fixed contact with field according to related on call
--- Fixed task issue on deal details
--- Fixed all known issues and bugs.

17 December 2023

--- Added Related to when create deal Customer,leads,contract,proposal
--- Fixed Deal value did not added when won and create invoice
--- Fixed all known issues and bugs.

09 October 2023

--- Added Company filter option into data table list.
--- Fixed Custom field option when delete the field
--- Fixed all known issues and bugs.

05 October 2023

--- Added Custom field option
--- Fixed deal update issue
--- Fixed all known issues and bugs.

16 September 2023

--- Added can set settings select company multiple or single when creating new deals
--- Added Validation the required fields when creating new deals
--- Fixed deal comments issues
--- Fixed all known issues and bugs.

Deals Management for Perfex CRM