Deal Deposit
SmallCRM · Sales teams and small business owners
Collect a deposit on won deals so verbal yeses don't cost you money and time.
Built in this build
- Remaining balance tracking
- Approval flow
- Deposit collection and conversion summary
Vision (needs external services)
- Attach deposit to a deal
- Payment link and receipt
- Deposit rate and rules
- Reminders for unpaid deposits
- Payment link
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Attach deposit to a deal
- Payment link and receipt
- Remaining balance tracking
Admin modules
- Deposit rate and rules
- Approval flow
AI capabilities
- Drafts the deposit-request message
Automations
- Reminders for unpaid deposits
Analytics & reports
- Deposit collection and conversion summary
Integrations
- Payment link
Mobile
- Instant deposit link in the field
Roles & permissions
- Sales rep
- Manager
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