DealDesk replaces scattered spreadsheets, forgotten follow-ups, and guesswork pipelines with one connected system. Capture leads, score them with a deterministic 0–100 algorithm, move deals through configurable stages, generate numbered quotes, and track project profitability — all in one place, with analytics that tell you where your next deal is coming from.
No credit card · Early access available · One instance per team
Product preview · Sample data shown
Leads sit in an inbox no one owns. Deals live on a whiteboard that gets erased every Monday. Quotes are built in a spreadsheet with wrong prices. Projects run over budget and nobody knows until the invoice hits.
Check Slack, the CRM, your notebook, ask the rep — get three different stage answers. The follow-up call was supposed to happen Tuesday. It's now Friday.
Nobody knows. Won deals celebrated in a group chat and forgotten. Lost deals not analyzed. Forecast is a feeling, not a number.
Quote said $14,000. Costs hit $19,800. Change orders were verbal. The margin evaporated between week two and the final invoice.
The four-stage loop that turns scattered sales activity into a measurable, repeatable revenue engine.
Leads enter from web forms, manual entry, or API and are scored 0–100 via a deterministic algorithm based on data completeness and engagement signals. Hot leads (80+) surface to the top of every rep's list — nothing goes cold.
Move deals through configurable pipeline stages set per tenant. Probability weights roll up into a real-time weighted forecast you can actually trust.
Generate numbered quotes with line items, track quote status, and auto-calculate totals. Convert won opportunities into projects with one click.
Post-sale projects with budget vs. actual, tasks with due dates, and time logging. Auto-flag anything over-budget or overdue before it surprises you.
QT-20260608-0001
draft → sent → viewed → accepted → rejected
Customers, leads, and contacts in one home. Deterministic 0–100 lead scoring — no black box, just data completeness and engagement signals. Lead-source conversion tracking shows which channels actually close.
Configurable stages, Kanban and list views, and numbered quotes built from a product catalog with SKUs and margin calculation. Probability weights roll up into a real-time weighted forecast.
Budget vs. actual with variance alerts, tasks with estimated/actual hours, and document attachments. Over-budget and overdue auto-flag themselves.
KPI dashboard, a 6-stage conversion funnel, win/loss breakdown with reasons, team rankings, and a 3-month weighted forecast with confidence scenarios.
Toggleable per tenant. Solar — panel specs, site assessment, ROI with 25-year cash flow. Implemented. HVAC — load calcs, equipment sizing. Planned. Roofing — materials, warranty. Planned.
DealDesk is being built by the engineering team at fimula.com. The core backend — 17 data models and 72+ API endpoints covering CRM, pipeline, quotes, projects, and analytics — is implemented. The frontend and Solar industry module are in progress. HVAC and Roofing modules are planned. Interested in early access or shaping the roadmap?
Whether you are evaluating sales platforms for your team, want early access, or just want to share what your sales process actually looks like — we are listening. No demo script, no pressure.