Software Functional Capabilities

Deal pipeline

Every deal moves through 7 stages, from Inquiry to Done or Canceled, so anyone can see at a glance what is quoted, what is reserved, what is sold and what was lost.

Reservations that expire on their own

A reservation nobody confirmed by its review deadline returns to negotiations by itself, and the held inventory goes back on sale.

Deal management

Create a deal, assign it, edit it while it runs, and duplicate a whole campaign — or just the proposals you want — for the next flight.

Deal search and saved views

Narrow the pipeline by stage, customer, assignee, criteria, period and budget at once. Keep the combination you use every morning and export the result with a month-by-month revenue breakdown.

Deal activity log

Comments and stage changes land in one feed that records the history of a deal as it happens.

Inventory booking widget

Embed inventory browsing on your own site. A visitor’s request arrives as a customer, a deal at the inquiry stage and proposals with the requested displays and dates, ready for a sales manager to price.

Customers and contacts

Keep advertisers and agencies with their contacts, their negotiated discount ceiling and the criteria you segment them by.

Duplicate merge

Fold 2 records of the same customer into one, carrying their contacts and deals across, so an import or a year of typing does not leave the list unusable.

Counterparties

Record every business you transact with — advertiser, agency, contractor, landlord — as a counterparty of a kind your administrator defines.

Segmentation criteria

Classify deals, customers and inventory with criteria your organization defines, then filter and segment on them across every list.

Inventory register

One register for every digital screen and printed face you sell, classified by formats you name the way your own market does.

Digital screens

Each screen carries its resolution and a weekly on-air timetable, and a booking can only occupy hours the screen is running.

Printed surfaces and faces

CS Deals handles static boards, scrolling panels and tri-vision units alike: every face is bookable and has its own saturation, so a scrolling panel or a tri-vision unit sells as the several surfaces it carries.

Inventory map

See the inventory you pick on a map: limit the list to the visible part of the map and hover a pin for the display’s photo and details.

Nearby places

Keep displays near the places a campaign needs, such as gyms, leave out those near places to avoid, and see the distance to the nearest one.

Brief analysis

Paste the advertiser’s brief for suggested places to be near, places to avoid and a radius. The filter changes only when you apply them.

Route and transit inventory

CS Deals models advertising that moves as an ordered run of stop points, so vehicle and transit media sit in the same register as the billboards.

Availability and saturation

See what is free, reserved and booked across the network over any period, and export the free inventory as a client-ready presentation.

Photo reports

Prove the ad went up: upload site photography, compare it against the approved creative, and share it with the customer.

Shareable inventory links

Show inventory to people without an account in 3 ways: a permanent page per display, an expiring proposal map and a deal photo report link.

Bulk inventory and customer import

Load an existing register from a spreadsheet. Records are matched on an identity key and updated in place, and a name check catches exact duplicates.

Price lists

Build the price lists the business sells from, with your own price types, sale rules and volume tiers, and attach them to the inventory they price.

Digital airtime pricing

Price digital inventory from your own price list by frequency, spot duration and period, with impressions carried through to the proposal.

Printed placement pricing

Price printed out-of-home by daily rate and placement period, including production and mounting where your price list carries them.

Discounts and limits

Volume tiers apply themselves, and a ceiling set for your organization or per customer keeps a negotiation inside the margin you agreed.

Negotiate to a number

Reprice or change the discount on a whole period in one action, and when the customer names a total, CS Deals back-solves the blended discount that reaches it.

Proposals

Build a priced proposal from existing inventory over a specific period: digital or printed, plus services sold alongside it. Export the proposal as a spreadsheet or a document.

Proposal approval statuses

A proposal moves from draft to pending approval to reserved to booked, so its own status shows whether its inventory is reserved or booked.

Multi-flight campaigns

A proposal can hold several placement periods, each with its own dates, inventory and prices; CS Deals checks the periods for overlap and syncs each one to the CMS as a flight of its own.

Proposal revisions

Renegotiate a booked proposal and keep the version you booked: every earlier revision stays readable exactly as it stood.

Quick proposal

Answer a walk-in inquiry with a priced document and a shareable map, without writing a deal or a customer record into the system.

Creatives

Attach a creative to the displays it runs on, matched in bulk by the resolutions and aspect ratios it fits.

Creative dayparting

Restrict a creative to the days and hours it should play, so a morning message and an evening message can run on the same screen at different hours.

Service and custom proposal types

Sell what sits on the structure, such as installation, production and sponsorship, as well as the structure itself, using proposal types your administrator defines.

Document templates

Upload your own Word, Excel or PowerPoint layouts with placeholders. CS Deals turns any record into a finished file in the same format or as a PDF, so the documents already look like your company’s.

Documents

You set up contracts, orders, certificates of completion and any other paperwork your business needs as your own document types.

Working Excel output

Excel exports come out as working spreadsheets with typed numbers, dates stored as dates, and live formulas built from the data. The recipient can sort, total and chart the file as it arrives.

Batch document generation

Produce the same document for a whole selection of records at once and download the result when it is ready.

File attachments

Attach signed scans, briefs and supporting files directly to the record they belong to.

Documents that send themselves

A process step renders documents from their templates and emails them, so the confirmation a customer expects goes out on its own.

Invoicing

Issue invoices with line items drawn from the deal, in whatever shape your finance process requires.

Payment recording

Record the payment that closes a deal, with the amount and date kept against the deal itself.

Statutory e-invoicing

Submit invoices through ClearTax to Malaysia’s LHDN e-invoicing system (MyInvois) and track their validation status, for media owners who are required to e-invoice.

Accounting push to Unit4 CODA

Approved invoices post straight into the CODA ledger as accounting transactions, so finance books the same invoice that sales approved.

Dashboards

Assemble the numbers you check every morning into a dashboard of your own, or share one across the team.

Sales and inventory widgets

Consolidated sales figures, inventory saturation over time and sales manager performance, each configurable over the period you care about.

Multi-source reports

One workbook can pull in several kinds of record at once, such as deals, the price list and the inventory, each filtered the way the report needs it.

Data export

Export any list to a spreadsheet with the columns and the filename you choose, from a personal preset or one the whole organization shares.

Business processes

Run your approval and hand-off procedures inside the system as executable BPMN 2.0 processes, drawn in the browser with guided panels for the steps you use most.

Human tasks and forms

Route work to a person or a whole team with a form that asks for exactly the fields the next step needs, and give everyone one list of what is waiting on them.

Automated actions

Let a business process create and update records, send email and generate documents with actions you pick from a catalog. Where the catalog has no fitting action, write a script; you can edit and test it in the browser.

Publishing, versions and monitoring

Publish a new version of a business process without disturbing work already in flight, watch every running execution on its own diagram, and migrate the stuck ones onto a corrected version when you have one.

Process triggers and launch rights

Start a process by hand or let a record event start it, and decide which role is allowed to launch which one.

Custom entity types and fields

The entity types your business runs on are configured in the product: define a type, give it the fields it needs, group and order them, and retire it when it has served its purpose.

Line items and repeating tables

Put repeating rows inside a record — invoice lines, schedules, breakdowns — as structured data.

Expressions and computed fields

Let a field calculate itself from the others on the record, so nobody totals a document by hand.

Auto-fill from a linked record

Pick one reference, such as a site, a contract or a rate, and the fields that depend on it fill themselves in on the spot.

List columns and filters

Choose the columns you want on any record list and filter it on any field, including the ones your organization added.

Saved filters

Save a list’s filter, sort order and columns under a name, apply them again from the list’s toolbar, and share them with employee groups.

Schema transfer

Export a set of entity definitions and import it elsewhere in create-only, merge or overwrite mode. A dry run shows the effect on every field before anything is written.

Directories

Keep your own reference lists — industries, regions, payment terms — in one place, and let every record pick its value from them.

Organizations

Each organization keeps its own inventory, customers, records, employees and settings, and nothing is shared between organizations.

Employee accounts

Add colleagues, deactivate an account while its history stays, and send an employee a reset link that lets them choose a new password themselves.

Employee groups

Group your employees by team or territory, nest the groups, hand out a role by membership, and let a business process route work to a whole group.

Roles and permissions

Build roles from what an employee may do and how far it reaches — their own records, their employee group’s, or the whole organization’s.

Field-level permissions

Decide per field who may read it and who may change it, so a margin column can stay hidden on a document everyone else can see.

Password policy and expiry

Set a minimum length, refuse recently used passwords and let passwords expire; an employee whose password has expired chooses a new one at the next web sign-in.

Two-step verification

After the password, sign-in asks for a code sent by e-mail or taken from an authenticator app, backup codes always work, and you can require the step of everyone or of chosen roles.

Protection against password guessing

Repeated failed sign-ins with one login from one address are blocked for a while, the block ends by itself, and the account itself is never locked.

Sign-in log

Every sign-in, failed check, block and password or verification change is logged, can be filtered by employee, address and result, and exports to an XLSX file.

Sessions

See where you are signed in and end any session, and let an administrator end all of an employee’s sessions at once.

Connect anything through a business process

Beyond the connectors we ship, a script step calls any HTTP service, and a backend extension carries what a script should not. Both run inside a business process, so a failure raises an incident.

Screen catalog from CS Play

The digital screen register arrives from CS Play every hour and stays matched to what is on air, so sales quote from the screens that are running.

Campaign export to CS Play

With one sync, a booked deal becomes a live campaign on CS Play: creatives uploaded, ads built, flights pushed and tracked one by one, with a full history of every attempt.

CS Context feed

CS Deals sends free periods to CS Context every minute when saturation has changed, and sends displays and prices every 15 minutes. What a sales manager reserves or books then comes off programmatic sale.

SAP Cloud for Customer import

Import customer records from SAP Cloud for Customer on demand, one way, for media owners whose CRM of record sits there.

1C:Enterprise connector

Business processes read contractors and payments from a 1C base and create invoices in it, with every request in a journal.

Personal access tokens

A token lets scripts and local tools call the API with your own access; you choose its lifetime and can revoke it at any time.

App passwords

A separate password for each mail client or other LDAP program, accepted only at LDAP sign-in, shown once and revoked on its own.

Service accounts for integrations

An OAuth application acts with the roles you assign it and keeps working when the employee who registered it leaves, so your own systems call the API under an account of their own.

Apps that act for an employee

An employee allows an outside application once, and it then calls the API with that employee’s own access until the employee revokes it.

Single sign-on for your other apps

Other web applications sign employees in through OpenID Connect and receive their groups, so access there can follow your groups here.

Sign-out across connected apps

When an employee logs out, an administrator ends their sessions or the account is deactivated, every app that registered a logout address and holds their token is told.

LDAP directory for mail and infrastructure

Mail servers and other systems read employees and groups over LDAPS and check passwords there; the directory is read-only and follows roles.