Everything that happens after the offer
The deal runs from offer to completion with its parties, its papers and its commission in one place. The customer follows it in the portal.
How a deal moves forward
The deal opens
You start the deal from the contact. The parties and the history come with it.
The checks are done
KYC and AML are handled in the deal, and the paperwork stays where it belongs.
The commission is worked out
Commission is calculated on the deal and carries through to the invoice.
What the module gives you
A pipeline you can trust
Every deal has a stage and a next step. You see what is coming without asking around.
KYC and AML in the deal
The checks happen where the deal lives, and the paperwork stays with the deal it belongs to.
Commission without spreadsheets
Commission is calculated on the deal and follows through when the invoice is created.
The customer sees their own status
The customer portal gives the buyer a login and shows status, documents and messages.
All prices exclude IVA.
Common questions
Is invoicing included?
Yes. The Invoicing module is part of Deals, so the invoice is created in the same system as the deal.
What does the customer see in the portal?
The customer gets a login and sees status, documents and messages for their own deal.
Does Messaging cost extra?
No. Email and calendar are included in Deals, and each person connects their own account.
What happens next
You get in touch
We reply within a day.
A thirty minute walkthrough
We look at your business and what you need.
Up and running
We set up the account and move your data across.
See Deals in use
A short demo and you see how a deal runs from offer to commission.
Or email us directly at info@bovedo.es