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Questions?

Frequently asked questions

Here are some common questions about our company.

You can start managing your pipeline in just 30 seconds. Unlike traditional CRM systems that require complex configurations, Deal Tracky is designed for immediate use. Just sign up and start creating opportunities right away.

We specialize in workflow-focused solutions rather than generic CRM software. Our platform is ideal for high-value service businesses, including: education, insurance ...

Our visual interface allows you to move deals through different stages (New, Negotiating, Won) with ease. It helps you monitor team progress and ensures you never lose a lead again by keeping everything organized and clear.

es! Deal Tracky features Document Tracing. You can upload and track contracts, client forms, and process records directly inside each opportunity. No more searching through scattered files or emails.

We use industry-standard encryption to protect your sensitive business information. From your login credentials to the contracts you upload, all data is transmitted over secure connections. We follow strict privacy protocols to ensure your competitive advantage stays private.  

Yes! You can easily connect Deal Tracky with your existing tools. Simply navigate to the User Account / Reference section to generate your unique API Key. With this key, you can integrate your data and automate workflows across different platforms.

Yes, we provide an extra layer of security for your account. You can activate Two-Factor Authentication (2FA) directly from your User Account settings. Once enabled, it ensures that only authorized users can access your sales pipeline.

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