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Deal tracker generator

Keep every sales opportunity organized and moving forward. Import your existing pipeline or start fresh with Manus's AI-powered deal tracking.

Upload your sales data
Upload your CRM export

How it works

Enter deal details
Enter your deal details
Start by uploading your existing sales data from Excel, your CRM, or any spreadsheet containing deal information. Alternatively, describe your opportunity conversationally—share the company name, deal size, current stage, key stakeholders, and important context. No forms to fill out. Manus understands natural language and various file formats, adapting to however you prefer to input your deal information.
Manus organizes and structures
Once you provide the details, Manus automatically structures your deal information into a clear, actionable tracking format. It identifies key milestones, extracts important dates, categorizes stakeholders by role and influence, and organizes action items by priority. The system recognizes deal patterns from your input and creates a framework that helps you stay on top of every moving piece without manual data entry.
AI organizes deals
Track and update deals
Track progress and stay aligned
Your deal tracker is now ready to use. Update deal stages as they progress, add notes from customer conversations, log completed actions, and track timeline changes—all through simple conversation with Manus. The tracker keeps your entire sales team aligned on deal status, upcoming deadlines, and who needs to do what next. Export to your CRM or share with stakeholders instantly. You can also deploy it as a website to provide stakeholders with real-time access to deal information.

Frequently asked questions

Is Manus's deal tracker generator free to use?

Manus offers free daily credits for new users to experience the deal tracker and see how it helps organize your sales pipeline. If you're managing a large number of deals and need more capacity, we have various subscription plans designed for sales teams of all sizes. Check our Pricing page for details on plans that fit your needs.

Do I need any CRM experience to use this?

Not at all. That's exactly the point—Manus handles the organization and structure for you. You just describe your deals naturally, and Manus creates a tracking system that makes sense. No technical setup, no complex configuration, just straightforward deal tracking that works from day one.

Can I track multiple deals at the same time?

Absolutely. Manus is built for managing entire sales pipelines, not just individual deals. Create separate trackers for each opportunity, or build a comprehensive view across all your active deals. Update any deal whenever needed, and Manus keeps everything organized so you can see the big picture or drill into specific opportunities.

How does Manus help me prioritize which deals to focus on?

Manus organizes your deals by stage, timeline, and deal value, making it easy to see what needs attention now versus what's further out. You can quickly identify deals with upcoming deadlines, stalled opportunities that need re-engagement, or high-value prospects moving through your pipeline. The structure Manus creates naturally surfaces your most important priorities.

Can I share deal information with my team?

Yes! Once Manus creates your deal tracker, you can easily share it with sales colleagues, managers, or other stakeholders. Everyone stays aligned on deal status, next steps, and responsibilities. Updates you make are reflected in the shared version, keeping your entire team coordinated without endless status meetings.

What information should I include when setting up a deal?

Include whatever information helps you manage the opportunity effectively. Typically, that means company name, deal size or value, current stage, key decision-makers and their roles, what you've done so far, and what needs to happen next. But you're not limited—add competitive intel, budget discussions, timeline constraints, or any context that matters to your deal.

Can I update deal information as things change?

Of course! Deals evolve constantly, and Manus makes updates simple. Just tell Manus what changed—moved to the next stage, added a new stakeholder, completed an action item, or adjusted the timeline. Manus updates your tracker accordingly, maintaining a clear history of how the deal has progressed over time.

Can I import my existing sales data from Excel or CRM?

Yes! Upload your sales pipeline spreadsheet, CRM export, or any file containing your deal information. Manus reads through your data and automatically creates organized deal trackers for each opportunity. This saves you from manually re-entering information and gets your entire pipeline into Manus quickly.

Does this work for both new and existing deals?

Yes, Manus works great for both scenarios. Starting a fresh opportunity? Create a new tracker from scratch. Already managing deals elsewhere? Describe your existing deals to Manus and it will organize them into its tracking format. You can migrate your entire pipeline gradually or all at once—whatever makes sense for your workflow. Explore more sales and business tools in our complete Playbook collection to enhance your entire sales process.

    Deal tracker: Keep every sales opportunity organized