Deal Pipeline Tracker
Real-time deal pipeline visibility with automated status updates
What This Automation Does
How It Works
New Deal Added
Deal enters pipeline
Auto-Assign Team
Route to appropriate team member
Tag & Categorize
Auto-tag by sector, size, geography
Team Notification
Alert deal team with summary
Milestone Timer
Track time in each stage
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Similar Automations
View all Private Equity automationsInvestor Relations Automation Suite
$599
Transform LP communications from weeks of work to one click
End-to-end automation for LP reporting and communications — aggregates portfolio data, generates institutional-grade reports, and distributes to segmented LP lists with engagement tracking.