Skip to content
SiteDeal
Menu

Website sales operations

Run a clear website sales process from one workspace.

SiteDeal connects offers, leads, evidence, and controlled automation for independent studios and small agencies.

Create account See how it works

Create an account without a payment card.

A calm website studio desk with a closed laptop, printed briefs, and a notebook beside a window.
One workspace · offer, lead, and evidence Workspace · illustrative
Offer Scope recorded
Lead Stage visible
Control Approval required
Built for
Fixed-price website work
Commercial record
Scope and exclusions
Automation
Human approval for risk
Account
No payment card

Why studios use SiteDeal

Keep the facts that later sales depend on.

SiteDeal gives each part of the current sales process a clear source of truth.

  1. Define the offer

    Typical gap

    Price, scope, and exclusions live in separate notes. The next sale copies the wrong terms.

    SiteDeal action

    Store the price, currency, delivery range, revisions, support, scope, and exclusions on one offer.

    Useful result

    The commercial boundary is visible before later proposal work.

  2. Organize the lead

    Typical gap

    Contacts, notes, and stages sit in files. Consent and provenance are hard to check.

    SiteDeal action

    Keep the lead, contacts, notes, imports, and pipeline stage in one workspace.

    Useful result

    The sales record stays together as the conversation moves.

  3. Control automation

    Typical gap

    A generic integration token can exceed the intended task.

    SiteDeal action

    Give each identity declared capabilities, a risk tier, and an approval rule.

    Useful result

    A person can stop a higher-risk action before it runs.

  4. Keep the evidence

    Typical gap

    Journey facts disappear when notes move or an optional log is switched off.

    SiteDeal action

    Write customer-journey events to an append-only evidence history.

    Useful result

    The record can be reviewed later without rewriting the past.

Follow the current workflow

SiteDeal workspace

Offer, lead, control, and evidence

Illustrative data
SiteDeal workspace canvas An illustrative rail moves from offer to lead, control, and evidence. Offer Lead Control Evidence

Offer

Price, scope, and exclusions stay on one record.

Lead

Contacts, notes, and stage stay together.

Control

A person reviews a higher-risk action.

Evidence

Earlier events stay locked after they land.

This canvas is labelled illustrative. It is not a product screenshot.
Before and after SiteDeal records Loose notes and files become an offer, a lead, and an evidence record. Before Scattered notes After One workspace record Offer with exclusions Price, scope, and limits stay together Lead with contacts Notes and stage stay on the record Append-only evidence Earlier events stay locked
Separate files become structured records with a visible commercial boundary.

From loose files

Replace scattered notes with structured records.

The offer, the lead, and the evidence stay in one workspace instead of separate documents.

Offer
Price, scope, and exclusions
Lead
Contacts, notes, and stage
Evidence
Append-only journey events
Control
Capability and approval rules
See the workflow
Printed website briefs stacked on a light oak desk beside a blue notebook.
Offer briefs The visual is a structured brief. The product stores those terms as offer records.

Clear boundaries

State what the website offer includes.

The offer catalogue keeps deliverables and exclusions as structured items.

Price
Amount and currency stay with the offer
Delivery
Minimum and maximum estimates
Limits
Revisions and support days
Exclusions
Visible before later sale work
Explore the features

The operating loop

Four phases. One workspace record.

Each phase strengthens the same commercial record instead of creating another disconnected file.
See the complete workflow

One continuous record

Every phase adds a useful fact.

4 phases · 1 workspace

  1. Define

    01

    Set the offer terms.

    Offer terms

  2. Organize

    02

    Keep the lead together.

    Lead record

  3. Control

    03

    Limit automation.

    Approval rule

  4. Review

    04

    Inspect the evidence.

    Journey proof

Shared workspace record

One sales workspace

Offer

Stored

Lead

Visible

Evidence

Locked

See the complete workflow

Approval ticket

Higher-risk action waiting

Needs a person
  1. 01

    Identity

    Declared capabilities only

  2. 02

    Risk tier

    Sensitive change stopped

  3. 03

    Approval

    Frozen payload reviewed

  4. 04

    Evidence

    Decision stays on record

Illustrative ticket. It is not a product screenshot.

Sensitive actions

Keep a person in control.

Automation rules decide which identity can use each capability. Risk tiers can require approval before execution.

Capabilities
Only declared operations
Risk tiers
Reads stay separate from changes
Approval
A required review stops the action
Audit
Decisions stay available later

Sales paths

A sharper starting point for every studio.

SiteDeal adapts to the sales pressure, not a generic industry label.
Explore all paths

Ready when you are

Start with the process you use today.

Create an account without a payment card. Then define the first offer and workspace.

Create account Read the FAQ