CRM & Workflow Pipelines

Coming Soon

Move leads and customers through flexible sales workflows.

🔀Meet CRM & Workflow PipelinesConcept preview

Meet CRM & Workflow PipelinesMove leads and customers through flexible sales workflows.Concept preview

🔀What you can doConcept preview

What you can doCustom stages · Automations · Pipeline reportingConcept preview

🔀How it fits your dayConcept preview

How it fits your dayOpen CRM & Workflow Pipelines, complete the guided information, then review the result before any important action.Concept preview

🔀Just ask naturallyConcept preview

Just ask naturallyOpen CRM & Workflow PipelinesConcept preview

🔀Controls you can trustConcept preview

Controls you can trustOrganisation permissions apply. This capability is a future concept and cannot be used yet.Concept preview

What it does

Move leads and customers through flexible sales workflows.

Works with

ezTradie · ezTrade

Included

Custom stages
Automations
Pipeline reporting

How it works

Custom stages
Automations
Pipeline reporting

Example requests

Open CRM & Workflow Pipelines

Setup

No other plugin is required.

Privacy & access

Organisation permissions apply.

Important limit

This capability is a future concept and cannot be used yet.