Service sales workflow for proposal-led teams
Turn more proposals into approved, paid, kickoff-ready work.
DealOps gives service businesses one clean buyer-facing workflow for proposal, approval, payment, and kickoff so revenue does not stall between “looks good” and real project start.
14-day free trial · $79/month after trial
Close faster
Guide the buyer from proposal to approval and payment in one path.
Look more professional
Give buyers a cleaner proposal and approval experience than ad hoc docs and email chains.
Start cleaner
Keep sold scope, payment state, and kickoff context tied to the same record.
Command center
See exactly what is blocking revenue right now
Summit Solar website growth package
Proposal approved · deposit received · kickoff ready
Scope
Landing page, intake flow, estimate follow-up automation
Commercial
$8,500 total · $2,500 deposit received
Next move
Send kickoff brief to delivery
Buyer-facing proposal flow
Northwind HVAC website rebuild
Refresh the site, improve estimate conversion, and give the buyer a clear path to approve and move forward before peak season.
Turn proposals into revenue
DealOps is built for service businesses that need to move from scope to approval, payment, and kickoff without losing momentum.
One buyer path
Keep proposal, approval, payment, and kickoff context tied to the same deal instead of rebuilding the story after the sale.
Professional buyer experience
Share polished proposal pages, capture approval online, and direct the buyer into the next payment step from the same workflow.
Positioning
The service-sales workflow for the part where revenue usually slips away.
DealOps is built for service teams whose real sales motion runs through scope, proposal, buyer approval, payment, and kickoff. It keeps that commercial path visible from first offer to delivery handoff instead of scattering it across docs, inboxes, and billing tools.
What the buyer experiences
A cleaner path from proposal to payment.
DealOps is not just about your internal pipeline. It improves the buyer experience at the moment where deals are actually won or lost.
Review the proposal
The buyer sees scope, pricing, and terms on a clean proposal page instead of piecing details together from docs and email threads.
Approve online
Approval is captured in the workflow with buyer name, role, and timestamp so the decision is clear and recorded.
Move straight to payment and kickoff
If payment is part of the next step, the buyer can move directly into it without breaking the deal flow or kickoff prep.
Proposal
Turn scoped work into a proposal buyers can actually say yes to
Capture the scope, shape the proposal, and present pricing in a way that feels clear, professional, and easy for the buyer to approve.
- Clear scope and deliverables
- Buyer-facing proposal pages
- Package pricing with commercial context
Follow-up
Keep buyers moving instead of letting proposals stall out
See what needs a buyer decision, what is overdue, and what needs the next touch so live revenue does not disappear after the proposal is sent.
- Viewed but undecided deals
- Overdue follow-up visibility
- Action-first work queues
Payment and kickoff
Move from verbal yes to paid kickoff with less friction
Handle deposits, final payment, and handoff in the same workflow so delivery starts with the commercial context intact.
- Hosted payment link support
- Deposit and balance tracking
- Kickoff-ready handoff briefs
Workflow fit
Built to help service businesses close and launch work, not just track contacts
DealOps gives service businesses a clearer path from proposal to paid kickoff, with less drop-off between sales, billing, and delivery.
Why teams switch
A cleaner alternative to docs, email threads, and generic CRM stages.
DealOps helps teams present work clearly, guide the buyer through approval, and carry the commercial details into kickoff without losing the thread.
Polished proposal pages
Share scope, pricing, and terms on a clean buyer-facing page that feels ready to send.
Approval with context
Capture who approved the proposal and when, then keep that decision tied to the deal record.
Payment tied to the deal
Send the next payment step without breaking the commercial workflow or kickoff preparation.
Best fit
- Best for service businesses selling custom work through proposals, approval, payment, and kickoff
- A stronger fit when docs, email threads, and generic CRM stages are creating drag after the proposal goes out
- Not positioned as a giant enterprise CRM replacement — positioned as the cleaner revenue path for proposal-led service teams
Ready to turn more proposals into revenue?
Run proposal, approval, payment, and kickoff in one professional workflow.
DealOps gives service businesses a clearer way to close work, get paid, and start cleanly without losing momentum after the proposal is sent.