Deal Pipeline Tracker
Real-time deal pipeline visibility with automated status updates
ModeratePrivate EquitySaves 10-15 hours/weekBestseller
What This Automation Does
The Deal Pipeline Tracker automates deal stage progression, sends milestone reminders, coordinates team tasks, and provides real-time dashboards.
How It Works
1
New Deal Added
Deal enters pipeline
2
Auto-Assign Team
Route to appropriate team member
3
Tag & Categorize
Auto-tag by sector, size, geography
4
Team Notification
Alert deal team with summary
5
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
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
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