Features

Here is, without hype, what WinTheDeals does today. Every module is shipped and in use; nothing on this page is a roadmap promise.

Circles and flags

Circles: the organisations where your flags gather — a client company, a business club, a sports club, a federation, a professional network. Industry and contact details per circle.
A circle gives access to flags you could not reach otherwise: a decision-maker’s attitude on a deal can evolve through a shared circle or a shared activity, not only in meetings.
Flags: the contacts, attached to one or more circles — title, role, contact details. The same decision-maker often belongs to several circles at once.
Each flag carries a title (the role it plays in your deals) and free tags to organise. The same contact is tracked deal by deal: their power and attitude are specific to each deal.

Places: the locations where your flags can be found — a production site, a head office, a restaurant where a decision-maker is a regular.
A place is attached to one or more circles; a circle can have dozens of places — a distribution network and its dealerships, for example.
Example: a buyer at a large industrial group works early in the week at a production site, late in the week at head office, and has lunch every week at the same restaurant — where a classic CRM only sees an account record.

Deals tracked through configurable stages, from qualification to close (won or lost).
Amount and currency per deal (multi-currency with a currency reference), expected close date.
Each deal shows its MEG (Mathematical Expectation of Gain) and mastery level, recomputed automatically.
Tags to organise deals freely.

On each deal, each flag is qualified along two axes: their decision power (high, medium, low) and their attitude towards your offer (favourable, neutral, unfavourable).
The qualification is guided by the model: no way to “fill in the CRM” without qualifying.
Power and attitude changes are tracked over time.
The position of each flag — their role in the decision — is noted on the flag, deal by deal.

The MEG (Mathematical Expectation of Gain) is computed automatically from the deal flags: the strength of favourable decision-makers against the total strength at stake (neutral contacts count for 50% in the total).
The score is only significant from five qualified flags on the deal; below that, the deal is “non-significant”.
Four mastery levels: high (≥ 70%), medium (30 to 70%), low (< 30%), non-significant.
The MEG (Mathematical Expectation of Gain) of each deal is recomputed automatically whenever a flag changes.

Tasks linked to deals and flags: 5 statuses, 3 priorities, due dates, notifications.
6 recurrences (daily, weekly…) for repeating actions.
Each task closes with a business outcome (8 outcomes: meeting scheduled, proposal requested…) — activity is qualified, not merely counted.

DMS attached to deals and circles: folder tree, search.
Versioning: every version of a document is kept.
Document validation statuses (5 statuses, from receipt to approval) and expiry dates tracked.

Overview: headcount, ongoing deals, distribution of deals by MEG (Mathematical Expectation of Gain) mastery level.
Four dedicated views: deals with high, medium, low MEG (Mathematical Expectation of Gain), and non-significant deals — to decide actions, not to do reporting.
Team activity: who did what, when.

Each team has its strictly isolated space; members are invited by the administrator.
Roles and permissions per member; user cap per subscription.
Interface in French and English; light or dark mode, by user choice or device setting.
Responsive interface: usable on computer, tablet and phone, with no application to install.

Documented REST API, webhooks, server for AI agents. The details on the API page.

Request a demo, we show it in real conditions.