Once a lead is qualified, the real work - quoting, negotiating, tracking whether it's new or repeat business, and eventually invoicing - usually spreads across spreadsheets, email threads, and a separate ordering tool. Deals keeps the entire process in one record: line items, documents, meetings, and the resulting order all live together, with a clear won/lost outcome at the end.
dedicated tabs for Items, Documents, Calendar, Orders, and Tasks, so nothing about the deal lives outside Hubleto.
create an order straight from a deal with one click; the order keeps its title and stays linked back to the source deal.
link every deal back to its parent Lead, and see whether it's New or Existing business at a glance.
price excl. and incl. VAT calculated together, with currency selection (EUR and others).
mark every deal's result as Unknown, Won, or Lost, so pipeline reporting is always accurate.
track revisions of an offer as it evolves through negotiation.
see which channel (Advertisement, Referral, Web, etc.) generated the deal, consistent with Leads.
attach the right company and person, with inline "+" to create either without leaving the deal.
review the full edit history of a deal and share the record with a link.
Most CRMs treat a "deal" as a single stage on a kanban board. Hubleto treats it as a working record - with its own documents, calendar, line items, and a direct path into an order - matching how a real B2B sales process actually closes, not just how it's visualized.
Sales teams running quote-to-order processes, especially in B2B where deals involve multiple documents, negotiation rounds, and a formal order at the end.