Managing deals across multiple clients, team members, and pipelines can quickly become chaotic without the right infrastructure. Agencies face a unique challenge: they need to track deals for their own services while often managing client pipelines simultaneously. The best deal management software cuts through this complexity by providing visibility into every opportunity, automating follow-ups, and keeping teams aligned on next steps. This guide compares the top 15 deal management platforms specifically evaluated for agency workflows, from lightweight collaboration tools to enterprise-grade revenue platforms. Whether you're a 5-person agency or a 50-person firm, you'll find a detailed breakdown of features, pricing, and use cases to help you make an informed decision.
In-depth analysis of each platform to help you make the right choice.
#1
Dooly
Top Pick
Best For: Mid-sized agencies with distributed sales teams who need fast deal visibility
Dooly is purpose-built for sales teams that live in spreadsheets and Google Workspace. It mirrors your CRM data into live deal boards, keeping teams aligned without context-switching. For agencies managing multiple client pipelines, Dooly's simplicity combined with real-time collaboration features makes it a standout choice for teams that value speed over complexity.
Pricing: Starting at $50 per user per month, billed annually. Most agencies with 5-10 salespeople spend $3,000-$6,000 annually
Key Features
Real-time deal boards synced to Salesforce
Automatic activity capture from email and calendar
Deal customization and field mapping
Multi-pipeline support for client work
Slack and Teams integration
Pros
+Minimal training required—works like a familiar spreadsheet interface but with live data sync
+Exceptional for agencies managing both internal deals and client opportunities simultaneously
+Quick implementation (typically 2-3 weeks) without heavy configuration
Cons
-Requires Salesforce as the system of record, adding cost for smaller teams
-Limited advanced forecasting or predictive analytics compared to enterprise platforms
-Customization options can feel restrictive for agencies with complex workflows
Verdict
Dooly is ideal for agencies in the 5-50 person range that already use Salesforce. It solves the 'no one updates the CRM' problem by making deal tracking frictionless. If your team avoids your CRM because it's tedious, Dooly changes that dynamic.
#2
Scratchpad
Best For: Sales-driven agencies that struggle with CRM adoption and manual data entry
Scratchpad takes a minimalist approach to deal management, automatically pulling activity data from email and calendar to keep deal records current without manual entry. This focus on automation appeals to agencies where sales reps would rather close deals than update systems. The lightweight interface integrates directly with Salesforce, making it a natural fit for CRM-first agencies.
Pricing: Starting at $30 per user per month, with no setup fees. A 10-person team costs approximately $3,600 annually
Key Features
Automatic activity logging from email and calendar
Deal summaries with key context
Salesforce two-way sync
Activity history and timeline view
Time tracking integration
Pros
+Dramatically reduces time spent on CRM data entry—activities auto-populate
+Lightweight onboarding with minimal configuration required
+Clean, distraction-free interface that feels responsive and modern
Cons
-Less suitable for complex multi-stage deal workflows requiring extensive customization
-Limited forecasting or pipeline analytics beyond basic Salesforce reporting
-Smaller product community means fewer integrations compared to larger platforms
Verdict
Scratchpad is the choice for agencies where the sales team resents CRM work. By removing friction from deal updates, it increases data quality and frees reps to focus on selling. Best for teams with 3-20 salespeople.
#3
Salesforce Revenue Cloud
Best For: Large agencies (50+ employees) with multi-product offerings and complex deal structures
Revenue Cloud represents Salesforce's unified approach to deal management, forecasting, and pipeline visibility. For larger agencies with complex go-to-market strategies or those managing revenue across multiple service lines, Revenue Cloud provides the infrastructure to handle sophisticated deal workflows, territory management, and predictive forecasting. It's an investment, but delivers enterprise-grade capabilities.
Pricing: Custom pricing starting at $200+ per user per month. Enterprise contracts often exceed $15,000-$50,000 annually depending on org size and add-ons
Key Features
Deal management with milestone tracking
Einstein Sales Cloud AI coaching
Territory and quota management
Forecasting with AI predictions
Revenue impact forecasting
Pros
+Comprehensive platform covers deal management, forecasting, and account planning in one system
+Predictive forecasting powered by Einstein reduces forecast error
+Native integration with Salesforce ecosystem eliminates data silos
Cons
-High implementation cost and complexity—typically requires 3-6 month deployment
-Overkill for agencies under 30 people, adds unnecessary cost
-Steep learning curve and ongoing admin overhead
Verdict
Revenue Cloud makes sense for established agencies with dedicated sales ops teams and complex forecasting needs. Smaller agencies should evaluate lighter alternatives first, as the platform's power comes with significant implementation burden.
#4
People.ai
Best For: Agencies where deal closures depend on relationship depth and executive engagement
People.ai brings conversation intelligence to deal management by analyzing all customer interactions—emails, calls, meetings—to surface deal risks and acceleration opportunities. For agencies where relationship nuance matters, this insight-driven approach identifies which deals are truly on track and which need intervention. The AI coaching layer helps teams work smarter, not just harder.
Pricing: Custom pricing, typically $50-$150 per user per month at scale. Requires minimum contract value of $20,000+ annually
Key Features
Conversation recording and analysis
Deal risk scoring with AI
Email and call transcription
Recommended actions for deal acceleration
Buyer sentiment analysis
Pros
+Unique deal intelligence reveals hidden risks before deals slip
+Coaching recommendations are specific and actionable, not generic
+Works across all communication channels (email, Zoom, Teams, phone)
Cons
-Requires buy-in on recording calls and meetings—privacy considerations in some regions
-Higher price point requires strong ROI justification
-Data quality depends on quality of customer interactions being captured
Verdict
People.ai is valuable for agencies selling high-value services where deal size justifies the investment. The conversation insights prevent surprises and accelerate closes. Best for teams already using sales engagement platforms.
#5
Kantata
Best For: Digital agencies, consulting firms, and professional services companies
Kantata (formerly Mavenlink) is specifically designed for professional services agencies and uniquely bridges project management with deal tracking. It understands that for agencies, a closed deal isn't valuable until it's delivered profitably. Kantata tracks deals through close, then projects through delivery, providing complete revenue visibility for services firms.
Pricing: Starting at $99 per month for small teams, scaling to $400-$1,200+ monthly for larger organizations. Typical 10-person agency costs $500-$800 per month
Key Features
Deal pipeline with proposal generation
Project management and resource planning
Profitability tracking by project
Time and expense tracking
Client collaboration portal
Pros
+Only platform that fully integrates deal management with project delivery and profitability
+Eliminates handoff friction between sales and delivery teams
+Resource planning prevents over-committing in the sales process
Cons
-Broader feature set means steeper learning curve than deal-only platforms
-Best suited for service-based agencies; less ideal for product sales
-Pricing increases significantly with team size
Verdict
Kantata is essential for any services agency above 10 people. It prevents the common trap of selling unprofitable work by making project profitability visible during the deal stage. The deal-to-delivery continuity is unmatched for this market.
#6
Aviso
Best For: Sales-driven agencies where forecast accuracy and rep performance directly impact compensation
Aviso focuses on deal coaching and forecast accuracy through AI-driven insights and nudges delivered at the moment reps need them most. Rather than a heavy deal management platform, Aviso is an intelligence layer that sits on top of your CRM and tells reps exactly what to do next. For agencies where deal velocity matters and forecast accuracy drives compensation, Aviso delivers measurable impact.
Pricing: Custom pricing starting at $50-$100 per user per month. Minimum contracts typically $15,000+ annually
Key Features
AI-powered deal coaching and recommendations
Real-time forecast accuracy dashboards
Activity-based deal scoring
Automated next-step recommendations
Sales stack integrations
Pros
+Measurable lift in forecast accuracy and deal velocity
+Non-disruptive—works within existing CRM without requiring platform switch
+Coaching is contextual and timely, delivered where reps work
Cons
-Requires consistent CRM data quality to function effectively
-Best results with teams hitting 50+ deals per month minimum
-Can feel prescriptive to experienced sales teams
Verdict
Aviso is ideal for growing agencies with high deal volume looking to improve forecast reliability and accelerate close rates. The ROI is measurable within 90 days if your team manages enough pipeline.
#7
Zendesk Sell
Best For: Small to mid-market agencies using Zendesk for customer support
Zendesk Sell provides deal management within an integrated customer service and sales platform. For agencies that also manage customer support tickets or use Zendesk for service delivery, Sell offers deal tracking without adding another vendor. It's practical for small to mid-market agencies that want an all-in-one system.
Pricing: Starting at $55 per user per month for Sales Professional tier. A 10-person sales team costs approximately $6,600 annually
Key Features
Deal pipeline and forecasting
Email and call tracking
Activity timeline and history
Integrated with Zendesk Support
Mobile app for deal updates
Pros
+Single platform for sales and service reduces tool sprawl
+Straightforward interface with minimal learning curve
+Good email integration for tracking customer communications
Cons
-Less advanced forecasting compared to specialized deal platforms
-Limited customization for complex agency workflows
-Smaller ecosystem of third-party integrations
Verdict
Zendesk Sell makes sense if you're already embedded in the Zendesk ecosystem. For standalone deal management, specialized platforms offer more functionality. Consider this if unified service-sales workflows are a priority.
#8
Weflow
Best For: Agencies with non-standard deal workflows requiring custom automation
Weflow emphasizes workflow automation for deal management, allowing agencies to design custom deal processes that match their specific methodology. Rather than forcing deals through a predefined pipeline, Weflow adapts to how you actually work. This flexibility appeals to agencies with unique deal structures or multi-product sales processes.
Pricing: Contact for custom pricing based on workflow complexity and team size
Key Features
Custom workflow builder with no-code interface
Conditional logic and branching
Automated task creation
Integration with CRM systems
Activity tracking and reporting
Pros
+Highly flexible to adapt to unique agency processes
+No-code builder means IT involvement isn't required
+Automation reduces manual process steps
Cons
-Requires upfront process design and configuration
-Less out-of-the-box functionality than established platforms
-Smaller user base means fewer case studies and best practices
Verdict
Weflow is best for agencies with processes too complex for standard platforms. If your deal workflow differs significantly from industry norms, the customization flexibility is valuable. Otherwise, established platforms might offer better support.
#9
Xactly
Best For: Agencies with complex, multi-touch commission structures and revenue attribution challenges
Xactly is primarily a compensation and commission platform, but its deal management features address a specific pain point: ensuring deal structure and deal credits are calculated correctly for commission purposes. For agencies with complex commission structures or multiple revenue streams, Xactly prevents disputes and ensures accuracy.
Pricing: Custom enterprise pricing starting at $15,000+ annually depending on transaction volume and complexity
Key Features
Deal management with commission integration
Revenue attribution and allocation
Quota and incentive planning
Commission automation and distribution
Reporting and audit trails
Pros
+Integrates deal management with commission calculation, preventing disputes
+Handles complex revenue splits and multi-channel attribution
+Strong audit trail for compliance
Cons
-Overkill for simple commission structures
-Higher price point requires significant compensation complexity to justify
-Steeper implementation timeline
Verdict
Xactly is niche but valuable for agencies where commission accuracy and complex revenue attribution create ongoing friction. If you're spending time manually calculating deal credits and commissions, the platform saves significant hours.
#10
Tout
Best For: Outbound-heavy agencies running sales sequences and prospecting campaigns
Tout combines sales engagement features—email tracking, sequence automation, and call tracking—with deal management capabilities. It's designed for agencies running high-volume outbound campaigns that need to track emails and calls as part of deal progression. The engagement layer differentiates it from pure CRM-connected platforms.
Pricing: Contact for custom pricing; typically $40-$80 per user per month at scale
Key Features
Email tracking and sequencing
Call tracking and recording
Deal pipeline management
Activity integration with CRM
Mobile app and browser extension
Pros
+Strong email engagement metrics integrated with deal tracking
+Call recording provides value for coaching and dispute resolution
+Browser extension makes tracking frictionless
Cons
-Deal management features are less comprehensive than specialized platforms
-Better suited for high-volume sales, less valuable for enterprise accounts
-Requires CRM integration for full pipeline visibility
Verdict
Tout is best for agencies running active prospecting and sales engagement campaigns where tracking individual email opens and call timing matters. If your sales process is relationship-driven rather than activity-driven, other platforms are better choices.
Frequently Asked Questions about best deal management software for agencies
Agencies should prioritize three dimensions when evaluating deal platforms. First, integration: the platform must sync bidirectionally with your existing CRM (usually Salesforce) without manual data entry. Second, workflow flexibility: your deal process is likely different from other industries, so the platform should adapt to your methodology rather than forcing rigid stages. Third, multiuser collaboration: sales reps, sales ops, and leadership need different views of the same deals, so real-time visibility is critical. Additionally, consider whether the platform handles both your internal deals and client pipeline visibility if you manage client sales operations. The best platform is the one your team will actually use daily, not the one with the most features sitting unused.
Budget depends on team size and sophistication required. Small agencies (3-10 people) should spend $150-$500 monthly ($1,800-$6,000 annually) on dedicated deal management. Mid-market agencies (10-30 people) typically invest $500-$2,000 monthly ($6,000-$24,000 annually). Enterprise agencies (30+ people) often spend $2,000-$5,000+ monthly depending on platform complexity. However, this shouldn't be evaluated in isolation. Calculate the value: if better deal visibility or automation saves your sales team 5 hours weekly, that's roughly $50,000+ annually in reclaimed productivity for a 10-person team. Compare platform cost to this productivity gain. Additionally, consider whether the platform replaces other tools—Kantata, for instance, eliminates separate project management software for service agencies, offsetting its cost. Many agencies overspend on enterprise platforms (Salesforce Revenue Cloud) when smaller, focused tools would deliver better ROI.
Yes, though integration with Salesforce is seamless for many platforms. Agencies using HubSpot, Pipedrive, or other CRMs should verify that your chosen deal platform supports two-way sync with your system before committing. Some platforms like Weflow and BoostUp work independently as deal boards without requiring CRM integration, though you'll sacrifice data automation. If you're not using a CRM, standalone deal platforms become viable—Kantata and Dooly can operate independently, though they're more powerful when connected to a CRM. The trade-off is manual data entry if you go CRM-free, which typically isn't worth it for teams above 5 people. If your team currently operates without a CRM, implementing a deal platform is a good opportunity to establish one simultaneously. For most agencies, CRM + deal platform integration is the standard and worth pursuing.
A CRM (like Salesforce, HubSpot, or Pipedrive) is the system of record for all customer and prospect information, contacts, and account details. Deal management software is a focused tool that simplifies deal tracking and visibility without duplicating CRM functionality. Think of CRM as the archive and deal platform as the sales dashboard. Most modern deal platforms don't replace your CRM; they sit on top of it, pulling live deal data to provide the specific views and automation that sales teams need. Dooly, Scratchpad, and similar platforms assume Salesforce exists and enhance it rather than replace it. The exception is lightweight platforms like Kantata that operate independently for specific verticals. For agencies, this distinction matters: your CRM is permanent infrastructure that handles contracts, forecasting, and reporting. Deal platforms are tactical tools optimizing the sales process within that infrastructure. You need both—CRM without deal platform means outdated pipeline visibility; deal platform without CRM means no system of record.
Implementation timelines vary dramatically by platform complexity. Lightweight platforms like Dooly and Scratchpad require 2-3 weeks: install the integration, map your CRM fields, add your team, and go. Mid-tier platforms like Kantata typically need 4-8 weeks including process documentation, data migration, and team training. Enterprise platforms like Salesforce Revenue Cloud require 3-6 months with dedicated project management and significant configuration. For most agencies, choose a platform with a 2-4 week implementation window to validate value quickly before expanding. One tactical approach: implement a lightweight platform immediately (Dooly takes days to show value), then migrate to a more comprehensive platform once you understand your needs. Avoid lengthy implementations when starting—deal management software returns value quickly if chosen correctly, so if implementation is taking months for a small agency, re-evaluate your choice. Most successful agency implementations involve minimal configuration and maximum reliance on out-of-the-box functionality that works for 80% of teams.
Conclusion
Selecting the right deal management software depends on three factors: your team size, the complexity of your sales process, and your existing technology stack. For most agencies under 20 people, Dooly or Scratchpad offer the best combination of speed and functionality—they integrate directly with Salesforce, require minimal configuration, and drive immediate adoption because they're intuitive. As you scale beyond 20 people or operate multiple service lines, platforms like Kantata (for service agencies) or Salesforce Revenue Cloud (for enterprises) provide the forecasting sophistication and customization required for complex operations. For agencies selling primarily through relationships and high-touch engagement, People.ai's conversation intelligence and Aviso's deal coaching provide measurable lift in close rates and forecast accuracy. The critical mistake agencies make is over-investing in platform complexity too early. Your first deal management implementation should take weeks, not months, and should deliver obvious value to your sales team within the first 30 days. If it doesn't, you've chosen wrong. Start with a lightweight platform focused on visibility and adoption, then expand functionality as your needs become clear. For implementation support and integration with your existing CRM and sales processes, platforms like RevAlign.io provide implementation expertise and change management to ensure your team actually adopts the tool rather than working around it. The best platform isn't the most feature-rich—it's the one your team uses daily because it removes friction from their existing process.
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