Deals App

Easy to use, low cost CRM application to track sales deals and improve seller effectiveness.

Manage pipeline deals in one place

See where all your deals stand

Check which sales deals need attention and which are about to land.

Easy to Use

Quick to deploy, simple to use

Lightweight sales app with a clean user interface and prebuilt templates.

Built on Power Platform

Built on the Power Platform

Scalable Power App that works natively with Outlook and Dynamics 365.

How it Works

Preact's Deals App is designed for businesses that want a simple, low cost CRM solution to improve the management of their sales deals.

Currently, you may be tracking your contacts in one system, your emails in another, and your sales deals in a spreadsheet...the list goes on. The Deals App is a single place where everything related to your selling process can be managed. Customer information, contact histories, document attachments, prospects, and active and completed deals are easily searchable.

Be more organised with a clear view of your customers and deals to nurture these relationships. Get started with a lightweight, yet highly scalable CRM application, at a low pricing point!

  • Clean and intuitive user interface
  • Quickly track the latest action on each prospective deal
  • Easily identify and prioritise deals that are expected to close
  • Progress deals through your selling stages
  • Visualise your pipeline and dig deeper with custom views
  • Get the insights you need with custom charts and dashboards
  • Data stored in the Common Data Service


Deals App Screenshot

Deals App & Dynamics 365 Sales Compared

As a model-driven app, Preact's Deals App uses the same unified interface as Dynamics 365 Sales and it offers core sales functionality for businesses that don't need to manage complex selling processes.

Functionality Comparison Deals App Dynamics 365 Sales
Contact Management
Account Management
Activity Management
Outlook Integration
Sales Tracking Custom Deals table Standard Lead & Opportunity tables
Guided Sales Flows
Customisable Sales Stages
Products & Price Lists ✓ *
Quotes Create Quote Document templates Dedicated Quotes table
Sales Dashboards
Marketing Lists x
Sales Territories x
Sales Goals x
Forecasts x

* Functionality for Product, Prices and Units of Measure use custom entities / tables within the Deal App and do not use the standard Dynamics 365 Sales entities.

Additional capabilities and customisations can be easily deployed using packaged products from our Solutions Catalogue. These include Address Capture, DocuSign Electronic Signature Connector, Price List Manager and Record Tagging solutions. These and more solutions are available at no additional cost using Preact's managed service.

Pricing

Licensed as a Power App, the Deal Apps is available at a significantly lower monthly rate compared to Dynamics 365 Sales. Each Deals App user must be licensed with Power Apps through a per-app plan (@ £7.50 per user / month), or a per-user plan which enables each user to access unlimited Power Apps (@ £30.20 per user / month)

The Deals App is available to Preact Managed Service clients at no additional cost. This subscription also includes access to phone support, technical consultancy, training, as well as our solutions catalogue.

Contact Us

Speak to us today to learn more about how the Deals App could work for you.