CarpeDeal keeps business development in one place: merchants and their deals, quotations built from rate cards, and a clean handover to operations the day a deal is won.
One row per merchant with every deal coloured by stage, what the furthest open deal is waiting on, its expected value and owner. Deals move from New to Won or Lost in a click, and a lost deal always says why.
Every open deal across merchants: overdue first, then those with no next action, and days in stage turning amber.
One card per role: salary, statutory and running costs, and a suggested price. Every change carries a note.
Numbered and versioned, costed from a rate card with the margin shown against your floor, SST worked out, and generated to Excel or a print-ready PDF. Marking one sent sizes the deal.
A won deal is linked to the CarpeHQ product that will staff it, and the product's Ops and Marketing owners are notified with the contract, dates and PO.
Company details, contacts, typed notes and the full timeline of every change, in one place.
Every pillar shares the same sign-in, the same people and the same record of each worker.
We'll walk you through it with your own departments, roles and data, and show how it works with the rest of CarpeOS.