Deal Book Management

Your Single Source of Truth for Every Deal

Replace scattered spreadsheets with a centralized deal management system. Track contracts, manage renewals, handle multi-currency deals, and import data intelligently.

All Deals
Centralized in one view
Auto-Link
Renewals to originals
Multi-Currency
Live exchange rates
Smart Import
AI-powered mapping

CAPABILITIES

Everything You Need to Manage Deals

From initial pipeline tracking to renewal management, DealARR gives you complete control over your deal lifecycle.

Centralized Deal Book

Manage all contracts and deals in a single, searchable table with inline editing, bulk actions, and configurable columns. Track every deal from prospect to close and beyond.

Pipeline Stages

Track deals through customizable stages with probability weighting and revenue forecasting. Visualize your sales pipeline with drag-and-drop Kanban boards.

Multi-Currency Support

Handle international deals seamlessly with automatic USD conversion using live Frankfurter exchange rates. Configure organization-scoped currencies for consistent reporting.

Split Deals

Share revenue credit between multiple salespeople with configurable split percentages. Each contributor gets accurate attribution in their performance metrics.

Smart CSV Import

AI-powered column mapping automatically detects and maps your data fields. Includes duplicate detection, fuzzy matching, alias creation, and comprehensive validation.

Contract Extensions

Support 3+2 year contracts with extension tracking, automatic date calculations, and one-click renewal conversion. Track optional extension status and deadlines.

Automatic Renewal Linking

System automatically links renewals to original contracts, creating a complete deal history chain. Track the full lifecycle of every customer relationship.

Advanced Search & Filtering

Powerful search across all deal fields with multi-criteria filtering by status, salesperson, product, industry, date range, and custom attributes.

Deal Health Checks

Automated validation detects duplicate deals, orphaned renewals, overlapping contracts, and data inconsistencies to keep your deal book clean.

Export & Reporting

Export deal data to Excel with formatted sheets, pivot summaries, and deal-wise breakdowns. Generate reports for board meetings and team reviews.

Bulk Operations

Update multiple deals at once with bulk status changes, salesperson reassignment, and batch edits. Save time on administrative tasks.

Historical Reporting

Comprehensive historical reporting across fiscal years. Track deal movements, status changes, and revenue attribution over time.

Why Teams Choose DealARR for Deal Management

Replace 12+ Spreadsheets

Consolidate fragmented deal tracking into one platform with proper version control and audit trails.

Eliminate Manual Errors

Automated calculations for ARR, MRR, and TCV remove human error from revenue reporting.

Faster Onboarding

Smart CSV import with AI mapping gets your historical data loaded in minutes, not days.

Complete Visibility

Every team member sees the same source of truth, reducing conflicts and miscommunication.

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