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DealA - The Deal Allocation App

DealA helps you allocate customer requests smarter and faster by matching them with the right contact based on distance or travel time. With seamless workflow integration and easy customization, you can boost efficiency and deliver better customer experiences.

Easy assignment of deals in HubSpot

DealA - The Deal Allocation App helps you optimise your deal allocation process by simply evaluating the location of the customer's request and matching it with a responsible contact, company or HubSpot user. The matching process can be based on either distance or travel time of the responsible deal servant to the customer's address. DealA is an easy-to-use workflow extension that can be integrated into your individual workflows for processing customer requests and the associated communication. Once installed, you will find all the necessary features that you can configure for your individual requirements.

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Features at a glance:

  • Automatic Distance and Time Calculation

    DealA calculates the distance or journey time (allocation method) using properties that define the maximum distance or maximum journey time and the postcode.

  • Assign Deals to Specific Services

    The app also implements an additional property called Segment. This allows you to assign deals based on specific services, business units or any other segmentation you choose in your deal.

  • Assign Deals to Contacts or Companies

    Based on your assignment method, you can choose to assign a deal to either a contact, a business or even a specific custom object that you use in your system.

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