Log every opportunity in seconds and track it from first contact to closed-won.
Close More Deals, Chase Less Admin
Every deal, every contact, every next step — organised in one pipeline your whole team can see. CARDDIO's Deal Management gives Singapore SMEs the visibility to know exactly what's happening in sales, without the spreadsheet chaos.
CAPABILITIES
Why Deal Management
for Business Teams
Create & Manage Deals
Assign Deals to Users
Route deals to the right salesperson automatically — no more “who owns this?”
Link Contacts & Companies
Connect deals to multiple contacts, companies and related opportunities for full context.
Accounting Integration
Sync deal data with your accounting software — no double entry, no reconciliation headaches.
Follow-ups, Notes & Tasks
Keep meeting notes, tasks and documents attached to the deal they belong to.
Multiple Sales Pipelines
Run separate pipelines for different products, regions or teams.
AI Deal Summaries
Get an instant AI-generated snapshot of deal status, interactions and next actions.
Deal Value Forecasting
Forecast revenue based on live pipeline data — not guesswork.
KEY VALUES
What Changes When Every Deal Lives in One Place
01
Never Lose Track of a Deal Again
Updating spreadsheets wastes hours. CARDDIO's Deal Management helps manage deals visually.
02
One Deal, the Full Picture
Deals involve people. CARDDIO links contacts and deals, providing context before calls.
03
Let AI Do the Deal Recap
Before a call, skip scrolling. CARDDIO's AI summaries provide deal status and next steps.
04
Forecast Revenue with Confidence
CARDDIO forecasts revenue using live pipeline data for accurate planning.
BUILT AROUND YOUR PROCESS
Everything Else Your Pipeline Should Do
FAQ
Questions about Deal Management
Deal Management
Is CARDDIO’s Deal Management suitable for small businesses in Singapore?
Yes. CARDDIO is built for SMEs in Singapore, with flexible pipelines, PSG grant eligibility on select plans, and pricing that scales with your team size.
How does AI help with deal management?
CARDDIO generates AI-powered deal summaries that highlight current status, recent interactions, and recommended next steps — helping sales reps and managers get up to speed on any deal in seconds.
Does CARDDIO’s Deal Management integrate with accounting software?
Yes. Deal Management includes accounting integration, letting quotation, invoice, and deal value data sync directly with your accounting system to eliminate manual re-entry.
Can I use multiple sales pipelines in CARDDIO?
Yes. CARDDIO supports multiple sales pipelines, so you can run separate pipelines for different products, business units, or sales teams — each with its own customisable stages.
What is deal management in a CRM?
Deal management refers to the process of tracking sales opportunities — from first contact through to close — including pipeline stages, ownership, related contacts, documents, and forecasted value. CARDDIO’s Deal Management module centralises all of this in one platform.
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