Use case · Deal tracking
A list of deals, kept by your agents.
Each deal is a card: contact, demo, proposal, signature. Your agents write the call reports, prepare the proposals, move the stages and remind you of follow-ups. You decide the price and the timing.
In Mandarine, a deal-tracking list is a list of cards as columns by stage. Each deal is a mini-site: the context, the exchanges, the proposal. Agents write the reports and prepare the proposals there; you decide in the page.
Deals
Deal tracking
Reports, written by the agent
After a call or an email, the agent writes the report in the deal's card, and summarises it for you in its chat.
Stages, as columns
Contact, demo, proposal, signed: custom states, tags, filters. The list reads at a glance.
You decide in the page
The price, the commercial gesture, the follow-up date: the agent asks the question in the card, you answer, it prepares the proposal.
The templates for this use case:DealClient request
Two cards from this list
A deal's details, kept by the agent as exchanges go; and an exceptional order, priced by the agent, accepted by Camille in the card.
Nordis — renew24 k€
Maison Ferrand · Christmas
| Parcels | 1 200 |
| Pickup | 18 Dec. |
| Carriers | 3 |
| Proposed price | 7.7 k€ the lot |
A CRM-style deal list, where your agents write, move and follow up.