Customer Management for Small Business | CRM built into your CPQ — DealForge
Stop hunting for client details across spreadsheets and emails. All your contact and company information, connected directly to your quotes.
Start freeWhy do you need a CRM built into your CPQ?
Your client data is scattered across Excel, Gmail and sticky notes. When a salesperson leaves, their book of business disappears with them.
You can't see a client's quote history without opening five different tools, which slows down every negotiation.
You constantly duplicate contacts because there's no single source of truth, and you end up sending quotes with out-of-date details.
How DealForge centralises your client base
A unified client record
Each client has a record with contact details, company, billing address and internal notes. From that same record you access all their past and active quotes without changing screens.
Complete interaction history
Every quote sent, email opened and document signed is automatically recorded on the client's timeline. Any team member can pick up a negotiation with full context.
Bulk import from Excel or CSV
Upload your current client base in minutes. DealForge detects duplicates, normalises company names and validates tax IDs and email formats automatically.
Segmentation by tags
Classify clients by industry, size, region or any criteria you need. Filter your base in seconds for targeted campaigns or sales-concentration analysis.
How it works
Import or create your contacts
Upload a CSV with your current base or create contacts manually. The system validates tax ID, email and phone on the spot.
Link contacts to companies
Connect people to their companies and define roles (decision-maker, influencer, user). When you quote, select the contact and the billing details fill in automatically.
Check the history from any quote
When you open or create a quote, immediately see how much that client has bought, what discounts they've received and what their last objections were.
Frequently asked questions
Can I import clients from my current CRM?
Yes. DealForge accepts CSV and Excel files. If you use HubSpot or Pipedrive, you can export your contacts from those platforms and upload them directly. The column mapper lets you assign each field regardless of what it's called in your original file.
What if I have the same client registered twice?
The duplicate detector compares tax ID, email and company name. When it finds matches, it shows you both records side by side so you can decide which to keep or whether to merge them, preserving the history of both.
Can I restrict which salespeople see which clients?
Yes. On the Pro plan you can assign clients to specific salespeople and enable restricted visibility. Each salesperson only sees their assigned base, while managers see everything.
Does the client module replace a full CRM?
DealForge doesn't aim to replace a sales CRM with a full pipeline. What it offers is contact management optimised for quoting: billing details, price history, agreed terms and documents. If you already use a CRM, the two complement each other.
Start using Customer Management today
Set up customer management in minutes and transform your sales process. No credit card required.