Deal Desk
Bespoke deal-flow CRM
A deal-flow CRM built for a trading desk: origination to close, with the documents and counterparty record generated as you go.
Generic CRMs model a sales funnel, not a deal. Deal Desk was built for desks where a single transaction carries terms, credit limits, KYC state, approvals and a contract — and where losing the thread costs real money. It is the example we use when a client wants a bespoke CRM rather than a configured off-the-shelf one.
1
Source of truth
6
Stage gates
Auto
Term sheets
Walkthrough
Origination to signature
Five surfaces, each a representative view of the production interface.
dealdesk.pipeline / Q1 book
42 live deals
Live deals
42
Weighted
£61.4m
Closing 30d
9
Stalled
4
needs action
Indication
14
£18.2m
Mandate
11
£22.9m
Diligence
8
£11.4m
Documentation
5
£6.1m
Signing
3
£2.4m
Closed Q1
12
£31.8m
Stages that match your desk, not a template
The pipeline is configured around your real gates — enquiry, indication, mandate, diligence, documentation, close. Each gate has its own required fields, approvals and owner, so nothing advances on optimism.
- Configurable stages with entry criteria and required evidence per gate
- Weighted value and expected close date rolled up by desk and originator
- Ageing and stall detection: deals that stop moving surface themselves
- Duplicate origination flagged when two originators chase the same name
Why bespoke
What an off-the-shelf CRM can't do here
We only recommend building when configuration genuinely runs out of road. On a deal desk it usually does.
Deals aren't opportunities
A deal has volumes, tolerances, incoterms, credit and a contract. Forcing that into an opportunity record loses the detail that matters.
Approvals are real gates
Credit and compliance sign-off block progress rather than decorate it, and need to be enforced in the data model.
Documents are the product
Term sheets and contracts must come from the record, or the record and the paperwork drift apart.
Integrations run both ways
Market data in, positions out, compliance state synced — not a nightly CSV.
Your data stays yours
Self-hosted or in your own cloud tenancy, exportable at any time, no per-seat tax on growth.
Automation you can extend
Drafting, summarising and chasing handled by AI where it saves hours, with hooks for you to add more.
Build one like it
We can build you a system comparable to Deal Desk
Whether you originate cargoes, structured finance, projects, M&A mandates or wholesale supply contracts, the shape is the same: staged pipeline, hard approval gates, counterparty credit and generated paperwork. We map your gates in discovery, then build the CRM around them.
Free quote & initial consultation