Deal TOP User Guide

Deal TOP offers two quick sign-up methods:

After creating your account, an onboarding process guides you:

The app is organized around a navigation menu at the bottom of the screen with 6 main tabs:

• 🏠 Home - Dashboard with KPIs, badges, scripts and focus of the day
• 🚀 Pipeline - View your deals by sales stage
• 👥 Contacts - Directory of all your prospects and clients
• 📅 Calendar - Schedule of your appointments
• 🔔 Follow-ups - List of your planned follow-ups
• 📈 Stats - Detailed statistics of your performance

At the top of the dashboard, three key indicators give you an instant view:

• Sales - Number of deals signed in the period
• Lost - Number of deals lost
• Revenue - Total revenue generated

These KPIs update in real time with every change to your deals.

Each week, Deal TOP automatically generates a performance report summarizing your activity: number of contacts created, deals advanced, follow-ups completed and revenue generated. This report is available directly from the home screen.

The badge system motivates you and rewards your efforts:

• Activity badges - Unlocked based on your number of contacts, calls, follow-ups
• Performance badges - Tied to your sales results
• Consistency badges - Reward your daily use

Each unlocked badge plays an animation and is visible on your profile.

From the home screen, direct access to sales scripts tailored to your sales profile. Use the search bar to quickly find a script by keyword, situation or customer objection.

The Focus of the day shows you the priority for today: urgent follow-ups, important appointments or deals to close. It is generated automatically by AI based on your pipeline and deadlines.

Your pipeline is broken down into 6 stages:

Each deal moves from one stage to the next as your sales progress.

To advance a deal through the pipeline:

At the top of the Pipeline screen, filters by stage let you display only the deals in a given stage. Tap a stage to filter, tap it again to display all deals.

Save time by importing contacts directly from your phone directory:

Each contact card can be edited at any time. Tap the contact to open its card, then tap "Edit" to update the information.

You can add a contact photo by tapping the avatar. Choose between taking a photo or selecting one from the gallery.

If the contact's address is filled in, an interactive map appears on the card, letting you view their location and start GPS navigation with a single tap.

From the global map, you can see all your geolocated contacts and start a route to any of them. See the Map & Routes section for more details.

The main tab of the card. You'll find:

• Deal status in the pipeline (editable in one tap)
• Planned follow-ups for this contact
• Memo - Quick notes and comments
• Documents - Files linked to the deal

All the contact's details:

• Phone (tap to call directly)
• Email (tap to send an email)
• Address with location map
• Additional information

For automotive sales reps, this tab lets you store the customer's vehicle data:

• Current vehicle (make, model, year, mileage)
• Vehicle being searched
• Budget and preferences

Manage the financial aspects of the deal:

• Deal amount
• Financing type (cash, credit, leasing)
• Credit details (amount, term, monthly payment)
• Down payment

Find the complete timeline of all interactions with the contact: calls, emails, SMS, appointments, notes, status changes. Each event is dated and detailed.

At the bottom of the card, a quick actions bar gives you one-tap access to:

• 📞 Call - Start a phone call
• 📧 Email - Open the email composer (with AI writing)
• 💬 SMS - Send an SMS (with AI writing)
• 📅 Appointment - Schedule a meeting
• 📝 Note - Add a quick note
• 🔔 Follow-up - Schedule a follow-up

Record voice notes directly from the customer card:

Attach files to each contact: quotes, contracts, supporting documents, vehicle photos, etc.

• Add - Select a file from your phone
• Download - Retrieve an existing document
• Delete - Remove an outdated document

The AI assistant built into every customer card offers 6 powerful functions:

• 📧 Automatic email writing, personalized
• 💬 Automatic SMS writing, context-aware
• 🎯 Closing prediction - Estimate of the probability of signing
• 💡 Sales coaching - Personalized advice to move the deal forward
• 🚀 Action suggestions - Recommended next steps
• ✅ Automatic qualification - Analysis of the prospect's potential

Follow-up types:

• 📞 Phone call
• 📧 Email
• 💬 SMS
• 📍 On-site visit

Priority levels:

• Low - Courtesy follow-up
• Normal - Standard follow-up
• High - Advanced deal, important action
• Urgent - Critical action required

Once your follow-up is complete, check it off as done with a single tap. It will be moved to the contact's history and you won't be notified about it anymore. Overdue follow-ups are flagged in red.

The calendar offers a monthly calendar view with days containing appointments highlighted. Tap a day to view the list of appointments. Each appointment shows the contact's name, the time and the event type.

Scripts are accessible from the dashboard or the menu. Use the search bar to quickly find a script by:

• Keyword (e.g. "price", "competitor", "hesitation")
• Situation (e.g. "first contact", "follow-up", "negotiation")
• Customer objection (e.g. "too expensive", "I'll think about it")

Each script contains:

• The context - When to use this script
• The opening line - How to start the conversation
• The key arguments - Strengths to highlight
• Responses to objections - How to bounce back when faced with hesitation
• The closing line - How to conclude positively

Scripts cover all sales specialties:

Scripts are tailored to your sales profile and are regularly updated with new content.

The Statistics screen offers several views:

• Sales chart - Monthly evolution of your signatures
• Pipeline breakdown - Number of deals per stage
• Conversion rate - Percentage of prospects converted into clients
• Revenue by period - Revenue per week/month

A visual progress bar shows you where you stand against your monthly target. The indicator updates in real time with each signed sale. The target can be edited in the settings.

AI analyzes your data and generates personalized insights:

• Identification of your strengths and areas for improvement
• Prediction of your end-of-month result
• Comparison with your past performance
• Concrete action recommendations

Change your sales specialty at any time. This automatically adapts the sales scripts, AI suggestions and certain tabs of the customer card (such as the Auto tab for the automotive profile).

Edit your monthly target (number of sales or revenue). The target is used for the progress bar in the statistics and for AI coaching.

Deal TOP is available in French and English. Language changes apply immediately across the entire interface.

Manage your notification preferences:

• Follow-up reminders
• Appointment reminders
• Team notifications
• AI alerts (suggestions, predictions)

View your current plan, renewal date and manage your subscription. Deal TOP offers a 7-day free trial followed by a weekly subscription.

From the settings, access team management:

• Create a team (requires a manager activation code)
• Join a team with an invitation code
• View members and leaderboard

The AI assistant is accessible from every customer card. It analyzes the deal's context (history, customer data, pipeline stage) to provide personalized real-time advice.

The AI automatically writes professional emails and SMS adapted to the context:

• Initial outreach
• Follow-up after an appointment
• Follow-up after silence
• Sales proposal
• Thank-you after signing

Each message is personalized with the contact's data and can be edited before sending.

For each deal, the AI calculates a closing probability based on the prospect's data, the time in the pipeline, interactions and observed conversion patterns. The more data you add to the card, the more reliable the prediction.

The AI acts as a personal sales coach. It analyzes your activity and gives you concrete advice to improve your results: sales techniques to favor, mistakes to avoid, optimal moments to follow up.

For each contact, the AI suggests the best next actions: which contact to prioritize for follow-up, what type of message to send, and when. These suggestions appear in the Focus of the day and on every customer card.

The AI automatically evaluates the quality of each prospect by analyzing available data (card completeness, interactions, responsiveness). A qualification score helps you prioritize your efforts on the most promising deals.

From the home screen, tap the Map icon to display all your geolocated contacts. Each contact is shown as a colored marker based on their temperature:

• Red — Hot client
• Orange — Warm client
• Blue — Cold client

Tap a marker to see the name, company, pipeline stage and deal value. The contact's initials are displayed directly on the marker.

Tap a client's bubble on the map, then select "Route". A menu appears to choose your GPS app:

• Apple Maps (iOS only)
• Google Maps
• Waze

The selected app opens with the destination pre-filled and GPS guidance starts immediately.

Tap the green "Route" button at the bottom right of the map. A sliding panel opens with a list of all your clients sorted by distance (from nearest to farthest).

For each client, you see:

• Their proximity rank (1, 2, 3...)
• Their color dot (temperature)
• Their name and company
• The distance in meters or kilometers

Tap a client in the list to start the GPS route directly to their location.

At the bottom of the "Nearby clients" panel, tap the "Plan route" button. Deal TOP automatically creates an optimized multi-stop route with your 10 nearest clients.

If you are a manager, the map also shows the position of your team members in real time. Team markers are displayed in distinct colors:

• Purple — Manager
• Green — Team member

Each team marker shows the member's initials and the time of their last position update.

To create a team, the manager must first contact Deal TOP to get a special activation code. This code is required to unlock the management features.

Share the invitation code or invitation link with your sales reps. They can join the team from Settings > Team > Join a team.

Once the team is created, you can:

• View the list of members and their statistics
• Check the leaderboard based on performance
• Set the stats visibility (can each member see the others' stats?)

As a manager, you have access to a full web dashboard at admin.dealtop.fr/manager. This dashboard offers a complete overview of your team with advanced management and analysis tools.