Sales Funnel & Deal ClosureDealFlow/OS — a StorixFlowOS module

Deals that move themselves through the pipeline

DealFlow gives you a visual funnel with quotes, approvals and closure tracking built in — so you always know what will close this month, and what is stuck.

Works alone or with any module AI copilot included Live in a day
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01 — Sound familiar?

The problem DealFlow removes.

Deal status lives in each rep’s head, not in a system
Quotes made in Word with yesterday’s prices
Discounts given without approval — margins leak silently
Month-end forecasts are guesswork
02 — What's inside

Everything DealFlow does for you.

Each capability works out of the box — and everything lands on the same customer record the rest of the platform uses.

Visual pipeline

Stages you define, drag-and-drop deals, and ageing indicators that flag what’s stuck.

Quotations built in

Generate branded quotes from live catalog and price data — versioned, tracked, attached to the deal.

Approval workflows

Discounts and special terms route to the right approver automatically, with a full trail.

Closure checklists

Every deal closes through a checklist — payments, documents, handover — nothing skipped.

Forecasting

Live weighted pipeline by stage, rep and branch. Month-end numbers without the spreadsheet.

Copilot on every deal

Summaries of long negotiations, risk flags, and drafted responses — right on the record.

03 — Better together

DealFlow pairs naturally with…

Every module shares one database and one customer record — turn on a second module and they connect instantly, no integration project.

04 — Common questions

DealFlow questions, answered.

Can I set my own pipeline stages?

Yes — stages, required fields and closure checklists are fully configurable per organisation.

How do discount approvals work?

You define thresholds; anything beyond them routes to a manager for one-tap approval, recorded on the deal.

Does it connect to inventory and invoicing?

Yes. With InventoryFlow and FinanceFlow active, a closing deal reserves stock and raises the invoice automatically.

More questions? Talk to us or explore all modules.

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