Deal Stage Tracker
Track, Control, and Optimize Every Deal Stage with Precision
Kanban pipeline
See (Deal Stage Tracker) In Action
The Deal Stage Tracker App by Kriatix is an AI-powered solution designed to give sales teams complete visibility into every stage of their deals. From initial contact to final closure, this app helps you monitor progress, identify bottlenecks, and take timely actions to accelerate revenue growth. Whether you manage a few opportunities or hundreds of concurrent deals, the Deal Stage Tracker keeps everything structured and transparent.
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What Is the Deal Stage Tracker App?
The Deal Stage Tracker App is a ready-to-use and customizable solution that enables teams to define, manage, and track deal stages across the sales lifecycle. Built on the Kriatix AI platform, it allows you to visualize pipelines, automate stage transitions, assign ownership, and generate insights that help close deals faster—all from a single dashboard.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Sales Managers | Monitor deal health and forecast revenue accurately |
| Sales Representatives | Track deal progress and prioritize next actions |
| RevOps Teams | Standardize deal stages and improve pipeline efficiency |
| Business Leaders | Gain real-time visibility into sales performance |
| Agencies | Manage multiple client pipelines with clear stage tracking |
Key Features
- Customizable deal stages and pipelines
- Visual pipeline view with drag-and-drop updates
- Automated stage-based actions and alerts
- Deal ownership and responsibility tracking
- Stage-wise performance analytics
- Notes, attachments, and activity logs per deal
- Role-based access and permissions
Benefits
- Gain full visibility into every active deal
- Identify stalled deals and pipeline bottlenecks early
- Improve forecasting accuracy with structured stages
- Reduce manual updates through automation
- Align teams with a standardized sales process
- Scale effortlessly as deal volume grows
How It Works
- Define Deal Stages – Configure stages that match your sales process
- Create & Assign Deals – Add deals and assign owners instantly
- Track Progress Visually – Move deals across stages in real time
- Automate Stage Actions – Trigger tasks, reminders, or alerts
- Analyze Performance – Review conversion rates and stage duration
Add-ons & Integrations
- Sales Analytics Dashboard
- AI Deal Insights & Forecasting
- CRM and Contact Management Sync
- Email Integration (Gmail & Outlook)
- Slack, Teams, and WhatsApp Connectors
- Zapier Integration
Deployment & Access
- Web, Mobile, and Tablet access
- Cloud-hosted or On-Premise deployment
- Fully white-labeled for enterprise use
What Our Partners Are Saying
"Company AI-powered interfaces have been praised for their usability ,Through exhaustive research and advanced automation, Kriatix made the application fluid, accessible, and future-ready for all users. The team adapted quickly to deliver complex AI-driven tasks and independently developed creative, detailed solutions. Their AI chatbot services stood out in particular — seamlessly integrating conversational AI that enhanced user engagement and streamlined support."
Amit Kumar
Co-Founder, Venture Transform Strategy Consulting LLP
"Kriatix.ai delivered the AI-powered application on time, leveraging Agile methodology to ensure flexibility and efficiency. The team conducted bi-weekly demos, keeping the project transparent and aligned with our goals. Using Jira, GitHub, and Slack, they maintained flawless communication and streamlined project management.Their integration of AI chatbots for real-time feedback loops accelerated our release cycle by nearly 25% and reduced manual validation efforts by 40%, resulting in a smoother, faster, and higher-quality delivery."
Sumit Kumar
CEO, HImalayan Basket Private Limiteds
"The AI-powered website delivered by Kriatix.ai is both visually appealing and high-performing they built a website that not only impressed us with its sleek design but also outperformed our expectations in speed and functionality. Their team worked as true partners—creative, experienced, and highly attentive to every detail.By integrating AI personalization and intelligent chatbots, the website now adapts to user behavior in real time, leading to a 35% increase in engagement and a 25% reduction in support queries."
Sneha Das
CEO, Ittisa
"Kriatix.ai completed the deliverables with excellence, often going the extra mile by suggesting AI-driven alternatives to our change requests. The workflow was seamless, with the team being timely and proactive in addressing every issue. They set realistic expectations, built intelligent automation into our processes, and delivered results with superb quality.Their AI chatbot integration not only streamlined support but also improved responsiveness, ensuring our users always received accurate and instant assistance."
Gururaj Mahale
Director of Growth Marketing, SYNERGOS
Frequently Asked Questions
Can I customize deal stages for different teams or pipelines?
Yes, you can create multiple pipelines and customize stages to match different sales processes.
Does the app support automated actions based on deal stages?
Yes, tasks, reminders, and alerts can be triggered automatically when deals move between stages.
Can managers track stalled or inactive deals?
Absolutely. The app highlights deals stuck in stages beyond defined time limits.
Is the Deal Stage Tracker suitable for agencies managing multiple clients?
Yes, it supports multiple pipelines and clear separation of client deal data.
Can this app integrate with my existing CRM or tools?
Yes, it integrates with CRM systems, email platforms, collaboration tools, and third-party apps.
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