Projects and Journeys

Beyond the First Deal

A closed deal is rarely the end of the work. Projects and Journeys turn agreement into tracked tasks, stages, and commitments — so the thread never gets lost once the conversation moves into real execution.

Open your Projects

A Project breaks real work into concrete tasks and commitments with owners and due dates. A Journey sits a level above that — a staged, shared process connecting the Opportunities, Deal Rooms, Documents, and Projects a piece of work actually touches, so everyone involved can see where things stand without reconstructing the story from old messages.

Both stay inside the same protected system as everything else on Dealora — no separate project-management tool, no export to somewhere else.

What Projects and Journeys cover

Projects

Tasks and commitments with clear owners and due dates, so coordination doesn’t live in scattered messages.

Journeys

A staged, multi-step process linking opportunities, projects, bookings, and documents through defined stages.

Shared Visibility

Everyone involved sees where things stand — not one person holding the full picture in their head.

Connected, Not Siloed

A Journey can span an Opportunity, a Deal Room, and Documents at once, the same objects you already used to get there.

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