CarpeOS/CarpeDeal
CarpeDeal
Merchant pipeline
Live

Every merchant you're selling to, and what each one is waiting on.

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.

Without CarpeDeal

The pipeline lives in people's heads

  • Quotations rebuilt from an old file, with last year's rates
  • Nobody can say what a deal is waiting on
  • A won deal reaches operations by word of mouth
  • Margin is checked after the price has gone out
With CarpeDeal

One pipeline, one handover

  • Every merchant with its deals, stage and next action
  • Quotations costed from rate cards, with a margin floor that warns
  • A won deal is linked to the product that will deliver it
  • The Ops and Marketing owners are told, with the contract attached
What's inside

Built for the way your teams already work.

The pipeline

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.

  • Stages in one click
  • Expected value
  • Next action & date
  • Lost reasons

My deals

Every open deal across merchants: overdue first, then those with no next action, and days in stage turning amber.

  • Overdue first
  • Days in stage

Rate cards

One card per role: salary, statutory and running costs, and a suggested price. Every change carries a note.

  • Per role
  • Change history

Quotations

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.

  • Versioned
  • Margin floor
  • SST
  • Excel & PDF

Handover to operations

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.

  • Linked to CarpeHQ
  • Owners notified
  • Contract & PO

The merchant record

Company details, contacts, typed notes and the full timeline of every change, in one place.

  • Contacts
  • Timeline
Part of CarpeOS

Better with the rest of the suite.

Every pillar shares the same sign-in, the same people and the same record of each worker.

See CarpeDeal on your own operation.

We'll walk you through it with your own departments, roles and data, and show how it works with the rest of CarpeOS.

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