Deal management software that turns every conversation into revenue

What is deal management software? An essential guide for revenue teams

Deal management software is a digital solution designed to help sales and revenue teams track, manage, and optimize every opportunity from first contact to closed-won. At its core, deal management software centralizes all deal data, automates repetitive tasks, and provides real-time visibility into pipeline health and deal progress. Why does this matter? Because in today’s complex B2B sales environments, missing a single signal—or failing to act on the right insight—can mean losing a winnable deal.

Deal management software

Why do businesses use deal management software? Three reasons stand out:

  • Predictability: It enables teams to forecast revenue with greater accuracy by analyzing historical trends, current pipeline data, and deal-specific signals.
  • Productivity: Automation of manual tasks—like data entry, follow-ups, and reporting—frees up reps to focus on selling, not admin work.
  • Visibility: Centralized dashboards and analytics provide a single source of truth for every deal, helping teams spot risks, prioritize actions, and collaborate more effectively.
Common features/components of deal management software include:
  • Sales tracking (from lead to close)
  • Sales forecasting and pipeline analytics
  • Automated reminders and AI-powered to-dos
  • Communication and collaboration tools
  • Integrations with CRM, email, and productivity platforms
Typical use cases span:
  • Pipeline management: Keep every opportunity on track and ensure nothing falls through the cracks.
  • Deal risk identification: Surface at-risk deals early and take action to recover them.
  • Sales forecasting: Build accurate, data-driven forecasts for leadership and finance.
  • Cross-team collaboration: Align sales, marketing, and customer success around shared deal insights and next steps.

See Gong in action

In this self-guided tour, discover key features that sales teams and leaders love.

Why Gong takes a fundamentally different approach

While many deal management solutions offer basic tracking and automation, Gong goes further. We believe the future of deal management isn’t just about recording activity—it’s about capturing the full truth of every customer interaction and turning it into real-time, actionable insight. That means surfacing risks before they become losses, guiding your team to focus on the right deals, and giving you the confidence to forecast with conviction.

Why Gong

Why use Gong for deal management?

Gong’s AI OS for revenue teams transforms deal management from a reactive process into a proactive, insight-driven engine for growth. Instead of relying on incomplete CRM data or gut feel, you get a system that captures every conversation, analyzes every signal, and orchestrates next steps—so you can win more, faster.

With Gong, you can:

  • Uncover hidden risks and stalled deals before they derail your quarter
  • Prioritize the deals most likely to close, based on real engagement—not just rep updates
  • Automate manual tasks like note-taking, follow-ups, and pipeline reporting
  • Align your entire revenue team with a single source of truth for every opportunity

The experience is seamless: Gong integrates with your CRM, email, calendar, and call platforms to capture 99 percent of customer interactions. AI agents work in the background to surface insights, recommend actions, and keep your pipeline moving. No more toggling between tools or chasing down updates—just clarity, action, and momentum.

See Gong’s deal management solution in action

What does this look like in practice? Here’s how revenue teams use Gong every day:

Spotting at-risk deals instantly

AI Deal Monitor flags deals with stalled activity, missing stakeholders, or unaddressed objections—so you can intervene before it’s too late.

Focusing on winnable pipeline

AI Deal Predictor scores every opportunity based on real engagement, helping you double down on the deals most likely to close.

Coaching reps in real time

AI Call Reviewer and AI Briefer turn every customer conversation into actionable coaching moments and standardized account briefs.

Driving forecast accuracy

AI Revenue Predictor analyzes pipeline signals in real time, giving you a forecast you can stand behind—no more guesswork.

How does Gong’s deal management system work?

Step 1

Gong automatically joins scheduled calls or records inbound/outbound phone conversations, with clear consent and privacy controls built in.

Step 2

Every call is securely stored in the cloud, encrypted at rest and in transit, with customizable access permissions for compliance.

Step 3

Gong’s AI transcribes the call in near real time, tagging key topics, action items, and risks.

Step 4

All recordings and transcripts are indexed and made instantly searchable. You can filter by rep, account, deal stage, or keyword—so you always find what you need.

Step 5

Insights from calls feed directly into your coaching, pipeline, and forecasting workflows—so you’re always working with the full truth, not just CRM notes.

FPO

More than deal management

Gong’s deal management solution is just one part of a broader Revenue AI vision. By connecting every customer interaction across your GTM teams, Gong creates a unified data foundation that powers smarter, faster, and more predictable revenue growth.

Unified data foundation

Automatically capture and centralize 99 percent of customer interactions—no more blind spots.

AI-powered insights

Specialized Revenue AI models trained on billions of sales interactions deliver context, recommendations, and predictions you can trust.

Embedded AI agents

AI Tasker, AI Deal Monitor, and AI Composer work inside your daily workflows, so you never miss a beat.

Enterprise-grade governance

Security, privacy, and compliance are built in—trusted by 4,500+ organizations worldwide.

How deal management powers Gong's AI OS for revenue teams

Deal management is the connective tissue across Gong’s Revenue AI Operating System. Here’s how it fuels each core solution:

Gong Engage

Gong Engage: Personalized outreach and automated follow-ups

Deal management data feeds directly into Engage, enabling:

  • Hyper-personalized email sequences based on real-time deal signals
  • Automated follow-ups triggered by deal stage or buyer engagement
  • Prioritization of outreach to the accounts and contacts most likely to convert
Gong Enable

Gong Enable: Coaching and training at scale

Every deal interaction becomes a coaching asset in Enable:

  • AI Call Reviewer surfaces best-practice calls for onboarding and skill development
  • Deal progression data highlights where reps need targeted coaching
  • Standardized AI Briefs ensure consistent handoffs and knowledge sharing
Gong Forecast

Gong Forecast: Pipeline predictions and revenue accuracy

Deal management is the backbone of accurate forecasting:

  • AI Revenue Predictor analyzes deal health and engagement for real-time forecast updates
  • Risk signals from deal management inform pipeline reviews and commit calls
  • Historical deal data powers predictive models for future revenue outcomes

Together, these workflows ensure you’re not just managing deals—you’re orchestrating revenue.

See deal management in action

Gong case study

LiveRamp: Embedding forecasting and deal management into the sales cycle

Challenge: LiveRamp’s sales team struggled with fragmented deal data, inconsistent forecasting, and a lack of visibility into stalled opportunities. Manual processes made it hard to spot risks early or align teams around the next best action. Deals dragged on, and revenue predictability suffered.

Solution: LiveRamp implemented Gong’s deal management solution, integrating AI-driven forecasting and pipeline analytics directly into their sales cycle. Gong captured every customer interaction, automated deal tracking, and surfaced risks in real time. AI Deal Monitor flagged deals at risk, while AI Tasker and AI Composer automated follow-ups and next steps.

Results:

  • Embedded deal management and forecasting into the customer lifecycle and sales journey
  • Reduced manual data entry and improved pipeline visibility across teams
  • Increased forecast accuracy and shortened deal cycles, leading to more closed-won revenue

"The most exciting thing for me about what we've done with forecasting at LiveRamp is that we've really embedded it into our customer life cycle, into our sales cycle, and into our journey."

Diego Panama
Former Chief Commercial Officer
LiveRamp logo

Stop losing winnable deals

Boost win rates, increase average deal size, and increase revenue per rep with Gong, the #1 revenue AI platform.

What our customers say

"Working with Gong lets us run a predictable revenue organization, reduce the number of tools in our tech stack, and save tons of time on forecasting."

Drew Korab
Director of RevOps at Upwork
Upwork logo

"You really need to set your sales reps up for success…It's about ensuring that no rep is left behind and elevating everyone through the right management programs."

Sherry Wu
Senior Director, Product Marketing at Gong at Gong
Gong logo

"It's given our sales team a level of consistency that we haven't had in the past, and has created much more impactful 1:1s for our leaders/reps."

Eric Choronzy
VP, North America Sales, DemandScience at DemandScience
DemandScience logo

"Gong helps us figure out which features and benefits are really going to drive increased client stickiness and expansion of opportunity."

Chris Cordani
VP of Sales at Nasdaq
Nasdaq logo

"Working with Gong has made us better managers and better CSMs."

Jeffrey Coleman
VP of Customer Success at SurveyMonkey
SurveyMonkey logo

"The integration of Gong into our operations has directly transformed our company's people, deals, and market success. We're not just closing more deals and doing it faster; we're doing it with a deeper understanding of our clients and the competitive dynamics at play."

Evan Shaffer
Head of Sales Training & Enablement at HST Pathways
HST Pathways logo

"Gong allows our leaders to coach more effectively. They don’t have to ask reps what happened last week. Instead, they use Gong’s deals board and AI-generated call summaries to immediately be ready for a productive conversation with any rep about any deal."

Christine Talcott
Sr. Division Vice President Enablement & Global Events at ADP
ADP logo

"Working with Gong lets us run a predictable revenue organization, reduce the number of tools in our tech stack, and save tons of time on forecasting."

Drew Korab
Director of RevOps at Upwork
Upwork logo

"You really need to set your sales reps up for success…It's about ensuring that no rep is left behind and elevating everyone through the right management programs."

Sherry Wu
Senior Director, Product Marketing at Gong at Gong
Gong logo

"It's given our sales team a level of consistency that we haven't had in the past, and has created much more impactful 1:1s for our leaders/reps."

Eric Choronzy
VP, North America Sales, DemandScience at DemandScience
DemandScience logo

"Gong helps us figure out which features and benefits are really going to drive increased client stickiness and expansion of opportunity."

Chris Cordani
VP of Sales at Nasdaq
Nasdaq logo

"Working with Gong has made us better managers and better CSMs."

Jeffrey Coleman
VP of Customer Success at SurveyMonkey
SurveyMonkey logo

"The integration of Gong into our operations has directly transformed our company's people, deals, and market success. We're not just closing more deals and doing it faster; we're doing it with a deeper understanding of our clients and the competitive dynamics at play."

Evan Shaffer
Head of Sales Training & Enablement at HST Pathways
HST Pathways logo

"Gong allows our leaders to coach more effectively. They don’t have to ask reps what happened last week. Instead, they use Gong’s deals board and AI-generated call summaries to immediately be ready for a productive conversation with any rep about any deal."

Christine Talcott
Sr. Division Vice President Enablement & Global Events at ADP
ADP logo

"Working with Gong lets us run a predictable revenue organization, reduce the number of tools in our tech stack, and save tons of time on forecasting."

Drew Korab
Director of RevOps at Upwork
Upwork logo

"You really need to set your sales reps up for success…It's about ensuring that no rep is left behind and elevating everyone through the right management programs."

Sherry Wu
Senior Director, Product Marketing at Gong at Gong
Gong logo

"It's given our sales team a level of consistency that we haven't had in the past, and has created much more impactful 1:1s for our leaders/reps."

Eric Choronzy
VP, North America Sales, DemandScience at DemandScience
DemandScience logo

"Gong helps us figure out which features and benefits are really going to drive increased client stickiness and expansion of opportunity."

Chris Cordani
VP of Sales at Nasdaq
Nasdaq logo

"Working with Gong has made us better managers and better CSMs."

Jeffrey Coleman
VP of Customer Success at SurveyMonkey
SurveyMonkey logo

"The integration of Gong into our operations has directly transformed our company's people, deals, and market success. We're not just closing more deals and doing it faster; we're doing it with a deeper understanding of our clients and the competitive dynamics at play."

Evan Shaffer
Head of Sales Training & Enablement at HST Pathways
HST Pathways logo

"Gong allows our leaders to coach more effectively. They don’t have to ask reps what happened last week. Instead, they use Gong’s deals board and AI-generated call summaries to immediately be ready for a productive conversation with any rep about any deal."

Christine Talcott
Sr. Division Vice President Enablement & Global Events at ADP
ADP logo

"Working with Gong lets us run a predictable revenue organization, reduce the number of tools in our tech stack, and save tons of time on forecasting."

Drew Korab
Director of RevOps at Upwork
Upwork logo

"You really need to set your sales reps up for success…It's about ensuring that no rep is left behind and elevating everyone through the right management programs."

Sherry Wu
Senior Director, Product Marketing at Gong at Gong
Gong logo

"It's given our sales team a level of consistency that we haven't had in the past, and has created much more impactful 1:1s for our leaders/reps."

Eric Choronzy
VP, North America Sales, DemandScience at DemandScience
DemandScience logo

"Gong helps us figure out which features and benefits are really going to drive increased client stickiness and expansion of opportunity."

Chris Cordani
VP of Sales at Nasdaq
Nasdaq logo

"Working with Gong has made us better managers and better CSMs."

Jeffrey Coleman
VP of Customer Success at SurveyMonkey
SurveyMonkey logo

"The integration of Gong into our operations has directly transformed our company's people, deals, and market success. We're not just closing more deals and doing it faster; we're doing it with a deeper understanding of our clients and the competitive dynamics at play."

Evan Shaffer
Head of Sales Training & Enablement at HST Pathways
HST Pathways logo

"Gong allows our leaders to coach more effectively. They don’t have to ask reps what happened last week. Instead, they use Gong’s deals board and AI-generated call summaries to immediately be ready for a productive conversation with any rep about any deal."

Christine Talcott
Sr. Division Vice President Enablement & Global Events at ADP
ADP logo

"Gong was able to help me increase my consult rate 3% in a matter of days."

Lauren Iken
Patient Advocate at ClearChoice Dental Implant Centers
ClearChoice Dental Implant Centers logo

"Gong saves us lots of time that used to be spent focusing on top-of-the-funnel activities. We’ve increased our pipeline feed by 300% using that time more productively. More deals are qualified, meaning we see the more predictable and repeatable revenue streams we’re striving for. I couldn’t live without Gong now."

Mark Truman
Chief Revenue Officer, EdgePetrol at EdgePetrol
EdgePetrol logo

"If you can use AI to supplement information gathering, writing emails, and coaching all at the same time, the boons for productivity are wild."

David Ma
Head of GTM Ops and Strategy at Zip
Zip logo

"Being able to nail those key messages at the right time and map that process in a repeatable way has led to giant growth in our pipeline."

Matt McGonegle
Director of Inside Sales at SpotOn
SpotOn logo

"Gong Forecast creates ownership and accountability for every team member, and provides an opportunity to measure our results over time so we can make better predictions in the future. This complete transparency allows us to devote more time to deals that actually need our attention."

John Judge
Senior VP of Sales, Crayon at Crayon
Crayon logo

"Gong brings us sanity because we can see the data behind our actions. Gong is confidence. Gong is the ability to truly understand what’s going on inside customer conversations."

Eric Stoddard
Head of Global Sales & CS Enablement at Udemy
Udemy logo

"Gong was able to help me increase my consult rate 3% in a matter of days."

Lauren Iken
Patient Advocate at ClearChoice Dental Implant Centers
ClearChoice Dental Implant Centers logo

"Gong saves us lots of time that used to be spent focusing on top-of-the-funnel activities. We’ve increased our pipeline feed by 300% using that time more productively. More deals are qualified, meaning we see the more predictable and repeatable revenue streams we’re striving for. I couldn’t live without Gong now."

Mark Truman
Chief Revenue Officer, EdgePetrol at EdgePetrol
EdgePetrol logo

"If you can use AI to supplement information gathering, writing emails, and coaching all at the same time, the boons for productivity are wild."

David Ma
Head of GTM Ops and Strategy at Zip
Zip logo

"Being able to nail those key messages at the right time and map that process in a repeatable way has led to giant growth in our pipeline."

Matt McGonegle
Director of Inside Sales at SpotOn
SpotOn logo

"Gong Forecast creates ownership and accountability for every team member, and provides an opportunity to measure our results over time so we can make better predictions in the future. This complete transparency allows us to devote more time to deals that actually need our attention."

John Judge
Senior VP of Sales, Crayon at Crayon
Crayon logo

"Gong brings us sanity because we can see the data behind our actions. Gong is confidence. Gong is the ability to truly understand what’s going on inside customer conversations."

Eric Stoddard
Head of Global Sales & CS Enablement at Udemy
Udemy logo

"Gong was able to help me increase my consult rate 3% in a matter of days."

Lauren Iken
Patient Advocate at ClearChoice Dental Implant Centers
ClearChoice Dental Implant Centers logo

"Gong saves us lots of time that used to be spent focusing on top-of-the-funnel activities. We’ve increased our pipeline feed by 300% using that time more productively. More deals are qualified, meaning we see the more predictable and repeatable revenue streams we’re striving for. I couldn’t live without Gong now."

Mark Truman
Chief Revenue Officer, EdgePetrol at EdgePetrol
EdgePetrol logo

"If you can use AI to supplement information gathering, writing emails, and coaching all at the same time, the boons for productivity are wild."

David Ma
Head of GTM Ops and Strategy at Zip
Zip logo

"Being able to nail those key messages at the right time and map that process in a repeatable way has led to giant growth in our pipeline."

Matt McGonegle
Director of Inside Sales at SpotOn
SpotOn logo

"Gong Forecast creates ownership and accountability for every team member, and provides an opportunity to measure our results over time so we can make better predictions in the future. This complete transparency allows us to devote more time to deals that actually need our attention."

John Judge
Senior VP of Sales, Crayon at Crayon
Crayon logo

"Gong brings us sanity because we can see the data behind our actions. Gong is confidence. Gong is the ability to truly understand what’s going on inside customer conversations."

Eric Stoddard
Head of Global Sales & CS Enablement at Udemy
Udemy logo

"Gong was able to help me increase my consult rate 3% in a matter of days."

Lauren Iken
Patient Advocate at ClearChoice Dental Implant Centers
ClearChoice Dental Implant Centers logo

"Gong saves us lots of time that used to be spent focusing on top-of-the-funnel activities. We’ve increased our pipeline feed by 300% using that time more productively. More deals are qualified, meaning we see the more predictable and repeatable revenue streams we’re striving for. I couldn’t live without Gong now."

Mark Truman
Chief Revenue Officer, EdgePetrol at EdgePetrol
EdgePetrol logo

"If you can use AI to supplement information gathering, writing emails, and coaching all at the same time, the boons for productivity are wild."

David Ma
Head of GTM Ops and Strategy at Zip
Zip logo

"Being able to nail those key messages at the right time and map that process in a repeatable way has led to giant growth in our pipeline."

Matt McGonegle
Director of Inside Sales at SpotOn
SpotOn logo

"Gong Forecast creates ownership and accountability for every team member, and provides an opportunity to measure our results over time so we can make better predictions in the future. This complete transparency allows us to devote more time to deals that actually need our attention."

John Judge
Senior VP of Sales, Crayon at Crayon
Crayon logo

"Gong brings us sanity because we can see the data behind our actions. Gong is confidence. Gong is the ability to truly understand what’s going on inside customer conversations."

Eric Stoddard
Head of Global Sales & CS Enablement at Udemy
Udemy logo
Trusted by 5000+ customers
Resource Hub

Explore more in-depth guides, resources, and blog posts:

FAQ

Frequently asked questions about deal management software

Based on 6,278 reviews

Ready to turn every conversation into revenue?

See how Gong’s deal management software and Revenue AI Platform can help you:

  • Uncover and recover at-risk deals before it’s too late
  • Prioritize winnable pipeline and focus your team’s efforts
  • Forecast with confidence and drive predictable growth

Loading form...