Automatic Deal Tracking

Deals stay current with smart tracking, not automatic stages

Ralivi CRM tracks email activity, meetings, and silence automatically. You still control deal stages, but with full context of what's actually happening. Perfect CRM for small teams who need smart tracking without manual updates.

See how it works
Automatic deal tracking in Ralivi dashboard

The hidden cost of stale pipelines

Most CRMs show you a pipeline. But keeping it accurate requires constant maintenance that slows you down.

Constant manual updates required

Did you update the stage after that email? Log the call? Flag the deal that went quiet? Every interaction needs a CRM update.

Data drifts and becomes unreliable

When pipelines drift, you lose trust in your own data. You waste time hunting through emails to figure out where deals actually stand.

You're always playing catch-up

Constantly double-checking everything. Rebuilding context from old emails. Guessing when someone last replied.

What manual tracking costs you:

Time updating stages after every email
Mental overhead remembering to log calls
Trust in your pipeline accuracy
Deals falling through cracks during busy periods
Context switching between email and CRM

Ralivi tracks activity so you can update deals with confidence

You still control deal stages, but with complete context of what's happening

Meetings tracked

Calendar integration shows when meetings happen, so you know when to update stages.

Replies monitored

See exactly when leads reply and what they said, with context for stage updates.

Documents noted

Ralivi notes when you send quotes or proposals, giving you context for follow-ups.

Silence flagged

Get alerted when deals go quiet, so you know when follow-up is needed.

Manual tracking vs Ralivi

See the difference automation makes

Manual Tracking

Update stage after every email
Log call notes and outcomes
Set manual reminders for follow-ups
Guess when someone last replied
Hunt through inbox for context
Pipeline drifts over time

Ralivi

Activity tracked automatically
Meeting context from calendar
Smart alerts for follow-ups needed
Exact timestamps from email threads
Full conversation history attached
You update stages with full context

Timeline view shows the full story

Every deal has a timeline showing emails sent, replies received, meetings scheduled, and silence gaps. Open any deal and immediately see where things stand.

Complete conversation history
Exact timing of all interactions
Visual gaps showing silence periods
Deal timeline in Ralivi showing conversation history

Common questions

Everything you need to know about automatic deal tracking.

Related features

See how automatic tracking works with other Ralivi features

Keep your pipeline accurate with smart context

See how Ralivi tracks deal activity automatically, giving you the context to update stages confidently.