Deals App

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

Deals App Sales Deals

See where all your deals stand

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

Deals App Quick and Simple

Quick to deploy, simple to use

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

Deals App Power Platform

Built on the Power Platform

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

Demonstrating Preact's Deals App

How the Deals App 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!

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Deals App: At a Glance

  • 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 & 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 Hub. 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.

Deals App Pricing

Licensed as a Power App, the Deal App 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 one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.

Further solutions which can be deployed using either of these subscriptions include:

Download Solutions Guide

Find out what the full range of Preact's add-on tools have to offer by downloading our Solutions Hub Guide.

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How to Deploy Preact's Deals App

Request a callback now to find out more about how the Deals App can work for your organisation and how to implement this solution.

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