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Product features

A connected workspace for website sales operations.

Each feature supports a defined part of the current SiteDeal product. Unbuilt features are not presented as available.

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SiteDeal feature relationship Offers, leads, evidence, and automation controls connect through one workspace. Workspace one source Offers Scope and exclusions Leads Contacts and stages Evidence Append-only history Automation Risk and approval
The four current capability groups share one workspace and one permission model.
Offers
Scope and exclusions
CRM
Leads and contacts
Evidence
Append-only history
Control
Risk and approval
SiteDeal workspace workflow Offers and leads move through controlled automation into an append-only evidence record. Offer Scope + price Lead Contact + stage Control Risk + approval Automation Allowed action Evidence Append-only record
The workspace connects commercial facts to controlled actions and permanent records.
Offer structure An offer holds price and currency, included scope, and explicit exclusions. Commercial offer One reusable record Not a subscription plan $ PRICE Amount + currency Stored on the offer SCOPE Included work Revisions and support EXCLUSIONS Work not included Visible before later sale
Price, scope, and exclusions stay visible as structured offer fields.

Offers

Define the commercial boundary.

Keep the offer terms in structured fields instead of loose notes.

Scope
Separate included work from exclusions
Delivery
Store minimum and maximum estimates
Limits
Record revision rounds and support days
Add-ons
Attach reusable add-ons and maintenance
Stacked printed website briefs with abstract layout blocks on a wooden desk.
Structured briefs This photograph shows organized briefs. It is not a product screenshot.
Two colleagues review printed contact sheets and notes at a small agency table.
Lead record This photograph shows shared sales work. It is not a product screenshot.

CRM

Organize early sales work.

Keep the lead record, contact details, notes, imports, and pipeline state together.

Directory
Filter leads in the active workspace
Contacts
Store the people connected to each lead
Notes
Keep dated sales context on the record
Pipeline
Import records and move defined stages
Automation capability ladder Identity, capability, risk, and approval sit as four rungs. 01 Identity A named integration only 02 Capability Declared operations only 03 Risk Reads stay separate from changes 04 Approval A person can stop the action
A request climbs four checks before a sensitive action can run.

Control

Set limits before automation acts.

The gateway checks identity, capability, risk, approval, and rate rules.

Identities
Give each integration a separate identity
Catalogue
Define the exact available operations
Approvals
Require a person before a sensitive action
Runs
Review decisions, costs, and results
Append-only evidence chain Evidence events are written in order. Earlier records stay locked. Event 01 Lead created Locked Event 02 Offer attached Locked Event 03 Approval given Locked Event 04 Next record Append only
A later event can only be added. Existing evidence cannot change.

Evidence

Keep customer journey records append-only.

The evidence spine stores defined events without using the optional activity log.

Purpose
Customer journey events only
Change
Existing records stay locked
Deletion
The model refuses removal
Review
Later inspection stays possible

Current scope

Build a clearer sales workspace.

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