Skip to main content

How Dealops works

Dealops models the full commercial lifecycle of each customer, not just individual quotes. That's what makes complex motions — mid-term expansions, ramped multi-year deals, chained renewals — feel simple instead of bespoke.

The customer lifecycle model​

Every customer relationship in Dealops is organized in three layers:

Account                         "Who is the customer"
└── Engagement                  "The ongoing commercial relationship"
    ├── Contract 1 (New Business)
    │     ├── Head opportunity + quote
    │     └── Expansion / amendment opportunities
    ├── Contract 2 (Renewal)
    │     └── ...
    └── Contract 3 (Renewal, upcoming)

Account​

The persistent customer record. Accounts survive churn and reactivation, and typically map 1:1 to an account in your CRM.

Engagement​

The active commercial relationship with an account. An engagement spans one or more contract terms and carries lifetime metrics — total contract value, ARR trajectory, and net expansion across renewals.

Contract​

A single negotiated term within an engagement (for example, the initial 12-month deal, then each renewal term after it). Contracts form an ordered chain: new business → renewal → renewal. Each contract contains:

  • A head opportunity — the new business or renewal deal that started the term.
  • Any number of expansion or amendment opportunities closed during the term.

Only one contract is active at a time, but an upcoming renewal can be staged alongside it, so renewal conversations can start well before the current term ends.

Opportunity​

A deal being worked, usually synced from your CRM. Dealops enriches each opportunity with account context, deal history, and pricing guidance.

Quote​

The priced proposal for an opportunity: products, volumes, prices, terms, and commitments. An opportunity can hold multiple quotes — grouped into proposals so you can present a customer several options side by side — with one quote marked as primary.

Why the model matters​

Because Dealops knows the whole chain, it can:

  • Seed renewals automatically from the true end-state of the prior contract — the original deal plus every expansion signed along the way. See Renewals.
  • Co-term expansions to the active contract so mid-term additions line up with the existing term. See Expansions & amendments.
  • Track expansion and contraction accurately across the relationship, not just per deal.
  • Keep downstream systems in sync — CRM fields, billing contracts, and signature workflows all hang off the same lifecycle. See Integrations.

Glossary​

TermMeaning
AccountThe persistent customer record.
EngagementThe ongoing relationship with an account, spanning contract terms.
ContractOne negotiated term in the engagement (new business or renewal), including its amendments.
OpportunityA deal in flight, usually synced from your CRM.
QuoteA priced proposal on an opportunity.
ProposalA group of alternative quotes presented together.
Approval workflowThe chain of teams that signs off on a quote. See Approval workflows.

Next steps​