Deals
that close
Track every sales opportunity from the first call to the final signature. Give a deal a value and a status, link its calls and messages, and watch your pipeline stay clear at a glance.
What are Deals?
A deal is a single opportunity you’re working. Give it a name, a value, and a status of open, won or lost. Every call and message connected to the deal stays attached, so the whole story of how it closed lives in one place — no spreadsheets, no lost context.
Your pipeline
Every opportunity in one list
See each deal’s value, status, and its live call and message counts. Search by name and filter by status or date to zero in on what matters.
| Deal | Value | Status | Calls | Messages | Created |
|---|---|---|---|---|---|
| Acme Corp — Website Redesign | $12,500 | won | 8 | 21 | Jul 08, 2026 |
| Northwind — Support Retainer | $4,800 | open | 5 | 12 | Jul 08, 2026 |
| Globex — Onboarding | $2,000 | open | 3 | 6 | Jul 08, 2026 |
| Initech — Renewal | $9,300 | lost | 2 | 4 | Jul 08, 2026 |
Click a call or message count to jump straight to everything linked to that deal.
One quick form
Add a deal in seconds
Name the deal, set a value and a status, add optional notes, and save. That’s it — the deal joins your pipeline and is ready to collect calls and messages right away.
- A clear name so you always know which opportunity it is
- A dollar value to size your pipeline at a glance
- Open, Won or Lost to track exactly where it stands
- Free-form notes for anything else worth remembering
Deal statistics
Watch your pipeline grow
The stats view shows how many deals you’ve created over time, your daily average this month, and how they break down across open, won and lost.
128
Total deals
All deals created to date
4.2
Per day this month
Deals created per day
37
Won this quarter
Closed and signed
FAQ
Common questions
What is a deal in CallRing AI?
A sales opportunity you are tracking. It has a name, a value, a status of open, won or lost, and optional notes. Every call and message tied to it stays attached so the full history is in one place.
How do I link calls and messages to a deal?
Each deal shows its own call and message counts. Click a count to open every call or message linked to that deal, filtered automatically to just that opportunity.
Can I filter and search my deals?
Yes. Search by name and filter by status (open, won, lost) and by a date range, so you can focus on exactly the opportunities you care about right now.
What happens if I delete a deal?
The deal is removed but its associated calls and messages are kept — they are simply unlinked from the deal, so no call history is ever lost.
Is there reporting on my deals?
The stats view shows total deals created over time, your daily average for the month, and a breakdown by status so you can see how your pipeline is trending.
Turn calls into closed deals
Track every opportunity and keep its whole call history in one place.