Sales Workflow

Route, notify, and follow-up automatically with smart sales workflows. Frees up sales people to do what they do best, close deals.

Sales Workflow Overview

Automate Everything

Create workflow rules to automate customer interaction. Receive timely notification so nothing falls through the cracks.

Workflow Automation
Smart Lead Routing

Smart Routing

Use lead queues to route leads efficiently to the appropriate sales people. Automatically assign tasks to the proper resource based on triggered events such as sales stage or recent account activity.

More Features

360 Degree View

Gain visibility into what matters for your accounts and contacts.

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Lead Management

Nurture leads and convert them into opportunities.

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Activity Management

Keep track of calls, meetings, notes and tasks.

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Deal Tracking

Forecast deals you will close and visualize what needs attention.

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Contacts & Accounts

Organize your customer data intelligently and build more meaningful relationships.

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Product Catalog

A tool for keeping track of your products and services that you offer.

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Sales Workflow

Automate your selling processes to ensure nothing gets overlooked.

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