CRM for tracking deals

Most CRMs treat a deal as a name and a dollar amount. Real deals have people, products, competitors, and momentum. Ardovo tracks all of it.

Short answer

Tracking deals means knowing, for every opportunity, its value, stage, next step, and who is involved on the buyer side. Ardovo ships a deep deal object with line items, a buying committee, and competitors out of the box, and Rook keeps each deal current from your calls and email so nothing goes stale.

What you get

A deal object with real depth

Line items, buying committee, competitors, and close plan live on the deal itself, so the full picture is one click away instead of scattered across notes.

The whole buying committee in view

Track every stakeholder, their role, and their sentiment. Ardovo shows you who you have not reached yet on a deal that needs multithreading.

Momentum tracked, not guessed

Time-in-stage, last touch, and next-step dates tell you which deals are moving and which are drifting. Rook flags the drift.

Updated from your actual work

Rook reads call notes and email to update amounts, stages, and next steps, so the deal record reflects reality without you retyping it.

What a well-tracked deal looks like

A tracked deal answers five questions instantly: how big, what stage, what is the next step and when, who is involved, and what is in the way. Ardovo puts all five on one deal page, with line items rolling into the amount and the buying committee showing coverage gaps. You stop reconstructing the story before every forecast call.

How Rook keeps deals honest

The reason deal data rots is manual entry. Rook removes it: after a call, it updates the stage and next step from your notes; after an email thread, it adds new contacts to the committee; when a deal goes quiet, it flags the risk. The record you review on Monday matches what actually happened last week.

Frequently asked questions

What fields does a Ardovo deal track?

Amount, stage, close date, owner, line items, buying committee with roles, competitors, next step and date, and a close plan, all on the deal page out of the box.

Can I track multiple contacts on one deal?

Yes. The buying committee lives on the deal, with each stakeholder role and sentiment, and Ardovo highlights stakeholders you have not yet engaged.

Do I have to update deals manually?

No. Rook updates stage, next step, and contacts from your calls and email, so the deal stays current with minimal manual work.

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