A deal pipeline with line items, products, contract files and approvals, where booked deals update the account’s revenue — and targets, leaderboards and incentive payouts are calculated live, without a spreadsheet.
At a glance
Pipeline
Control
Motivate
Report
Replaces: A separate sales CRM · Discount approvals over email · Target and incentive spreadsheets · Re-keying booked deals into billing
A deal is a sale in progress — a new customer, a renewal, an upgrade. Deal management software tracks each one through stages (qualified, proposal, negotiation, won or lost), with its value, products, owner and paperwork, so the team can forecast and nothing stalls unnoticed.
In Custally, deals live on the customer account. When the account manager prepares a renewal, they see the customer’s open tickets, project status and health on the same screen. When a deal is booked, the account’s billing amount and revenue update automatically — and the sales leaderboard and incentives recalculate on their own.
What it replaces
What you get instead
The real look and feel of Custally on sample data. Click through it — every reply is scripted, so nothing calls an AI or saves anything.
Drag a card — or use → — to move it. Deals of ₹30 L or more need approval.
Helix — analytics add-on
Analytics
Zenith — EV plant rollout
Platform
Bluepeak — 40 new stores
Store add-on
Orbit — seat expansion
Seats
Acme — renewal FY27
Platform
Vector — support plan
Premium support
Deals: Drag a deal across the pipeline. Move a big one to Won to trigger an approval. This is a scripted mock-up on sample data — no AI runs and nothing is saved.
For Account managers
The situation: Sales walks into a renewal call not knowing the customer has three P1 tickets open.
With Custally
For Sales leaders & finance
The situation: Big discounts get approved on WhatsApp and nobody can find the record.
With Custally
For Sales ops & RevOps
The situation: Every month-end someone spends two days calculating incentives.
With Custally
For Customer success & sales
The situation: Healthy, growing customers never get an upsell conversation.
With Custally
Every feature below is in the product today.
Deal Management shares one record of the customer with the rest of Custally. Here’s what that changes.
Yes. Set up your own stages in Settings and group each as Open, Won or Lost; the board, reports and leaderboards follow them.
The booked amount updates the account’s billing amount and revenue collected, the leaderboard and incentives recalculate, and any automation you’ve set up runs — for example creating the onboarding project task.
Yes. An automation creates an approval task when a deal needs one (a big discount, a large amount) and assigns it to the approver; reminders, escalation when it is overdue and what happens after Approve or Reject are automations too.
More of the platform
See Custally with your own process: in a 30-minute session we’ll map your customer success, sales, delivery and support flow onto it — and show you which of your accounts it would flag first.