ReachDeals
For teams that sell by relationship. Pipelines you define, quotes that hold still, and a forecast: what your open deals add up to, counted by the stage each one has reached.
Two parts of Deals. Each with a page of its own.
- QuotesA catalogue you pick from, and lines that freeze their price, discount and tax the day they were added, so a quote a customer saw stays what they saw.
- InvoicingTurn the quote into an invoice on your own Stripe account, with the status on the deal list and a clean path to re-invoice after a void.
A pipeline per kind of selling. Because they don’t move the same way.
Sponsorships, service contracts and venue hire have different shapes. Build a pipeline for each, with its own stages, and every deal carries its own position through the pipeline it belongs to.
- Pipelines plural: sponsorships don’t move like service contracts
- Your stages, in your order, with one default for everything else
- A deal links to real contacts and organizations, not a notes field
- Custom fields for the columns your deals actually need
- Calls, meetings and next steps logged on the deal itself
- A forecast read from the stages you actually run
Quotes that hold still. Even when your prices don’t.
A line freezes its economics the moment you add it. Change the catalogue afterwards, and the quote a customer already saw stays exactly what they saw.
- A catalogue with usual price, currency and tax rate
- Lines freeze their economics the day you add them
- Price, quantity, discount, and the tax as resolved that day
- Delete the catalogue item: the quote keeps its snapshot
- The deal amount recomputes from its lines, never by hand
Then you get paid. On your own Stripe account, with the state on the deal.
Invoice from the deal
Turn the quote into an invoice and take payment through Stripe, and if one is voided, re-invoice the same deal cleanly.
Status at a glance
Draft, sent, paid, void: the deal list carries the invoice state so nobody opens ten records to find the unpaid one.
Your Stripe, your money
Invoices go out on your own Stripe account. Mercleo records the state; the money never routes through us.
A forecast from reality
The forecast reads the pipeline you actually run, not a spreadsheet reconstructed from memory at month end.
Give selling a shape. The beta is open now.
If you sell anything (sponsorships, memberships, services, venue hire), a pipeline is just the honest shape of that work. Giving has its own module; the two share the same record of people.
Yes. Pipelines are plural by design, each with its own stages, and every deal belongs to one.
Nothing. Each line froze its price, discount and tax the day it was added: a catalogue update never silently rewrites a quote a customer already saw.
Invoices go out through Stripe on your own Stripe account. Mercleo records the state (sent, paid, void) against the deal.