Negotiation & Deal Management

Move every opportunity forward.

An enquiry becomes a deal the moment somebody is genuinely interested. Folow keeps the stage, the value, the customer's asks and every revision on the same record, so the next move is always obvious.

One enquiry, stage by stage

New → Follow-up → Quotation → Negotiation → Won

Select a stage to see what Folow records at that point in the journey.

New

An enquiry has arrived but nobody has spoken to the customer yet. The clock on first response starts now.

Received viaWebsite form
Assigned toPriya S. (auto)
First response dueWithin 2 hours
PriorityHigh
Deal value₹12,00,000

Customer requests

Requirement 2 BHK, budget ₹40–45L
Preference 11th floor, possession by March

Quotation revisions

VerChangeTotalState
NoneNo quotation raised yetNot priced None

Stage changes

Stage changeByWhen
NewCreated2 Sep, 10:12

Activity history

Enquiry createdWebsite form · 2 Sep, 10:12
Auto-assigned to Priya S.Assignment rule · round robin
Reminder setCall within 2 hours
Deal board

Your whole pipeline, at a glance.

Every open deal with its value, owner, age and last movement. Stale deals surface before they die.

folowEnquiriesFollow-upsQuotationsInvoicesPaymentsCustomersReportsSettings
Search deals…
Owner ▾
Value ▾
Sort: Stage age ▾
Open pipeline₹1.24Cr
Weighted₹52.6L
In negotiation41
Stale > 14 days6 ▲ 2

New18

Priya Nair₹12,00,000 · 1d
Karan Mehta₹8,00,000 · 2d
Dev Patel₹4,50,000 · 3d

Follow-up14

Anita Desai₹21,00,000 · 5d
Meera Iyer₹12,50,000 · 6d

Quotation12

Zen Labs₹60,00,000 · 4d
Sagar Infra₹35,00,000 · 7d

Negotiation8

Rajesh Kumar₹56,75,250 · 9d
Northwind₹98,00,000 · 3d
Deal detailRajesh Kumar · ENQ-000125
folowEnquiriesFollow-upsQuotationsInvoicesPaymentsCustomersSettings

Rajesh Kumar

Deal value ₹56,75,250 · Stage age 9 days
Negotiation

Customer requests

5% discountOpen
Revised payment termsOpen
Higher floorAgreed
Remove club membershipAgreed
Possession by MarchUnder review

Deal

Quoted value₹56,75,250
Expected value₹55,00,000
Probability70%
OwnerPriya S.
Close by30 Sep
SourceWebsite

Quotation revisions

VerChangeTotalState
v1Initial₹59,55,750Superseded
v2Parking removed₹54,63,500Superseded
v31% discount₹56,75,250Live

Notes

Willing to close this month if payment terms improve. Comparing with two other projects. Do not push bundled parking. That was the reason the last deal fell through.
Deal detail

Everything a negotiation needs, in one view.

Deal value, what the customer asked for, what you agreed, every version of the quote, and the notes that explain the thinking behind it.

  • Deal value quoted, expected and weighted value with probability
  • Customer requests each ask tracked as open, agreed or declined
  • Notes context that would otherwise be lost before the next call
  • Quotation revisions the offer history, version by version
  • Stage changes who moved the deal, when, and from where to where
  • Activity history every call, message and meeting in the negotiation
Stages

A pipeline that matches how you actually sell.

Rename stages, add or remove them, and set what each stage means for probability and reporting.

Qualified

Is this a real opportunity with a real budget and a real timeline? Everything before this is activity, not pipeline.

Quoted

A formal offer exists and the customer has it in hand. Track opens and schedule the chase automatically.

Negotiation

Both sides are discussing price, scope or terms. Every ask and revision is versioned on the deal.

Won

The deal is closed. Folow continues straight into invoicing and payment collection.

Lost

Record a structured reason (price, timing, competitor, requirement) so the pattern shows up in reporting.

On hold

Customer asked for time. Park the deal with a review date instead of letting it rot in the pipeline.

Working in education, healthcare or services? Map the same engine to Application → Admission, Consultation → Service or Requirement → Proposal. Folow is configured, not templated.
Hygiene

Stale deal alerts

Folow flags deals sitting in negotiation without movement and prompts the owner before the customer goes cold on their own.

Know while it is still recoverable
Forecast

Honest forecasting

Pipeline value, weighted value and close dates come from real stage changes, so the forecast reflects the business rather than optimism.

Plan with the same numbers everyone sees
Handoff

Manager approvals

Route discounts and pricing exceptions for approval, with the request, the reason and the decision stored on the deal.

Control without slowing the team down
Close

Won and lost, properly

Mark the deal won to continue into invoicing, or record a structured loss reason so the pattern becomes visible next quarter.

Learn from the deals you don’t win

Keep every deal moving.

Give your team one pipeline and one shared version of the truth.