CRM — Deals

Every opportunity, tracked to the close.

One record per deal holds the value, stage, people, activities, and documents — so the whole story of every opportunity lives in one place. Close with confidence.

Complete deal records Activity timeline Document attachments
hr.demo.horilla.com / crm / deals
Deal record
1 record
Per opportunity
Full
Activity timeline
Linked
Contacts & company
Tracked
To signed contract
Everything in one module

The whole deal, in one place

No more digging through email and chat to remember where a deal stands. Everything about an opportunity lives on its record.

Deal records

Value, stage, probability, products, and close date on one clear, editable record.

Activity timeline

Every call, email, meeting, and note on the deal, in chronological order.

Linked people

Connect every stakeholder and the company so you always know who is involved.

Documents & quotes

Attach proposals, contracts, and quotations directly to the deal.

Win/loss tracking

Record why deals are won or lost to sharpen your process over time.

Next-step reminders

Never drop a deal — every opportunity carries its next action and due date.

Centralise

One record tells the whole story

Open a deal and see its value, stage, people, documents, and full history at a glance — no hunting through inboxes.

  • Value, stage, products & close date
  • Linked contacts & company
  • Attached quotes & contracts
crm / deals / detail
Deal record
Track

Every touch, in order

Calls, emails, meetings, and notes appear on the deal timeline automatically — so anyone can pick up the thread instantly.

  • Auto-logged emails & calls
  • Chronological activity feed
  • Internal notes & @mentions
crm / deals / timeline
Activity timeline
Close

Win more, learn from every loss

Mark deals won or lost with reasons, and Horilla turns that into insight you can use to coach and improve.

  • Structured win/loss reasons
  • Conversion & cycle-time insight
  • Next-step reminders until close
crm / deals / close
Win/loss view
Get started

Close deals with
the full picture.

Track every opportunity end to end in Horilla CRM — free for 30 days, self-host free forever.

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