Deal Management

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When an opportunity to sell something has been identified, it must go through several steps / stages before actually closing the sale. There will likely be several conversations with the prospective buyer, internal discussion, inspections, appraisals, quotes, and work done by other departments to fulfill the sale. The Handle framework for process management gives you the power to integrate your entire process in one screen making sure critical steps are not missed and the right team members are queued in at the right time.  read more

Opportunity Identification

Why would I track opportunities? Is the primary function of your sales team to provide pricing? Do you hear your sales team complain they are losing deals due to price? If so, your organization may be on it’s way to becoming a commodity. Additionally, are you making important decisions based on quotes rather than the “opportunity?” If so, please read more

Quoting (JDQuote)

An opportunity is designed to act as a folder to house all information around a deal to sell, price, close, and fulfill it. This all assumes the opportunity is identified early in the sales process. There are however times that opportunities are identified at the same time a quote is needed. When this occurs starting with an opportunity can seem like an extra step making the process clunky. With Handle’s new streamlined quote process, you can create a quote with less clicks, send trade information, and link quotes to opportunities faster.

Trade Assessments (MFPro)

Create trade assessments from within an Account and/or an Opportunity.

Service Management (Requests)

How do I use Handle to streamline my service request process?  Your service department manages a lot of requests, work that must be done on time, and things that do not go as planned. Additional, requests can come in the form of emails, texts, written notes etc. The problem is information is almost always missing leading to a lot of wasted time and effort tracking down what should have been there the first time. Not to mention the chance of forgetting or losing something.  read more

Vehicle Management (Truck and Delivery Requests)

How do I use Handle to analyze and predict delivery capacity? In the process of selling and trading anything stuff needs to be moved, internally and externally. Certain items require special equipment to move them and there are always special requests with each pickup and delivery. Keeping track of all this critical information and making sure the job get done done on time as efficiently as possible can be difficult. Handle is designed to manage everything you need in a single screen and keep everyone in the loop.


The invoicing form allows an organization to define their process, print the necessary info, collect signatures, get the customer out the door, and pass the processing on to internal team members.