Sales Dealsbook is a secure mobile app built for sales teams who need to track deals on the go. Each salesperson captures leads by voice or text—company name, contact info, equipment type, deal value, and follow-up dates—while managers get unified team-wide visibility. The platform handles the entire deal lifecycle from lead capture through delivery, with role-based access ensuring data security.

Stay organized with your personalized Today screen: new leads, due quotes, follow-ups, overdue tasks, orders, paid invoices, and deliveries all in one place. Track deal progression through sold/lost/hold statuses, then move to order, paid, and delivered stages. Monitor follow-ups across 3, 7, 30-day windows and monthly intervals to keep deals moving.

What’s included:

• Mobile app for iPhone and Android
• Voice or text lead capture with automatic timestamps
• Role-based access control (salesperson and manager views)
• Team-wide analytics dashboard for managers
• Excel import/export and audit history
• Today screen with all key metrics at a glance
• Follow-up tracking and deal status management
• Twice-daily automatic backups
• Support for up to 50 salespeople