Sales & CRM
Sales and CRM workflows for managing leads, opportunities, quotes, pricing approvals, deal progression, customer handoffs, and repeatable sales processes.
Sales & CRM Templates(16)
Wholesale Enquiry Contact Form Workflow
Public wholesale enquiry contact form and lightweight intake workflow. Captures contact and enquiry details, creates a record, sends immediate confirmations (email always, SMS if a mobile number is given), automatically prioritises and categorises the enquiry, assigns it to a sales owner, has the owner respond with next steps and close the enquiry, sends a closure confirmation email, and follows up with a short feedback request one day later.
Demo Request Contact Form Workflow
Captures public website demo request submissions, sends immediate confirmations, prioritises and categorises the enquiry automatically, assigns it to a salesperson/specialist, tracks demo scheduling and outcome, closes the enquiry with a confirmation email, and optionally requests feedback one day after a completed demo.
Franchise Enquiry Contact Form Workflow
Manages public franchise enquiry contact form submissions end-to-end: captures contact details, sends immediate confirmation (email + SMS if mobile provided), reviews completeness and fit, prioritises qualified enquiries, assigns to a franchise/BD owner, responds with next steps, closes the enquiry when progressed or declined, sends a closure email, and follows up with a feedback request one day later.
Distributor and Reseller Enquiry Form Workflow
Public-facing distributor/reseller enquiry form that captures contact and interest details, confirms receipt (email always, SMS if mobile provided), triages and prioritises the enquiry with AI, assigns it to a channel/sales owner for geographic and commercial fit review and next-steps response, closes the enquiry once a decision/handoff is made, sends a closure confirmation email, and follows up with a short feedback request one day after closure.</description> <parameter name="requiredIntegrations">["postmark", "twilio"]
Partnership Enquiry Contact Form Workflow
Public website partnership enquiry form with a lightweight workflow: captures the enquiry, confirms receipt by email/SMS, classifies and prioritises the opportunity, assigns it to a partnerships owner, tracks review and response, closes the enquiry once a next step is agreed or the proposal is declined, sends a closure confirmation, and requests brief feedback a day later.
Consultation Enquiry Contact Form Workflow
Public-facing consultation enquiry contact form and lightweight workflow: captures a short enquiry, confirms receipt by email (and SMS if a mobile number is given), triages fit/urgency, assigns a consultant, arranges and records the consultation outcome, closes the request with a closure email, and follows up with a short feedback request one day later.
Service Enquiry Contact Form Workflow
Captures public website service enquiries via a short contact form, confirms receipt by email (and SMS if a mobile number is given), classifies the service type, prioritises by urgency and commercial intent, assigns to the right service or sales owner, records the response, closes the enquiry, sends a closure email, and follows up with a brief feedback request one day later.
Product Enquiry Contact Form Workflow
A lightweight workflow for a public website product enquiry form. Captures name, email, optional phone, product of interest and message; creates a record; sends immediate confirmation (email + SMS if mobile provided); classifies and prioritises the enquiry; assigns it to the right sales/product contact; captures the response; closes the enquiry with a closure email; and sends an optional feedback request 1 day after closure.
Sales Enquiry Contact Form Workflow
Captures public website sales enquiries via a short contact form, confirms receipt by email/SMS, prioritises the enquiry by intent and urgency using AI, assigns it to a salesperson, records the initial response, and closes the request with a closure email and a delayed feedback request.
Deal Desk Approval Workflow
Captures a sales rep's non-standard deal request (pricing, margin, discount, terms, justification), routes it to Finance for commercial review, adds a Legal review when non-standard terms apply, escalates high-discount/low-margin deals to senior finance approval, and on approval records the approved terms and notifies the rep. Rejections are returned to the rep with a reason for revision and resubmission.</description> <parameter name="requiredIntegrations">["postmark"]
Sales Order Approval Workflow
Sales reps submit order details, customer account, and pricing/terms. The workflow validates pricing and checks customer credit status; orders that fail a check or exceed a value threshold are routed for manager approval. Approved (or clean) orders are released and handed off to fulfilment; orders that cannot be released are sent back to the rep with the reason for correction and resubmission.
Sales Lead Management Workflow
Captures inbound sales leads, automatically scores and assigns them to an owner, tracks follow-up tasks, and routes leads to conversion (opportunity handoff), nurture, or disqualification based on the owner's qualification decision.
Quote Approval Workflow
Captures sales quote details from a rep, routes them through finance review (and legal review for non-standard terms), escalates high discount/value quotes to senior leadership, and notifies the rep of approval or rejection with revision/resubmission support.
Sales Quote Workflow
Sales reps submit customer, product, pricing, discount, tax and validity details to generate a quote. Pricing is validated internally, discounts above threshold require approval, then the quote is emailed to the customer. The customer's accept/reject response is captured; acceptance triggers hand-off to order processing and notifies the rep.
Discount Approval Workflow
Captures a rep's discount request (customer, opportunity, list price, proposed discount, resulting margin, reason), routes it for approval based on discount size — smaller discounts to a sales manager, larger discounts to finance — then authorises the discount and notifies the rep on approval, or returns it to the rep with the reason to revise and resubmit on rejection.
Sales Opportunity Workflow
Manages qualified sales opportunities through discovery, solution fit, and proposal stages, with a commercial review gate before proposal issuance. Captures closed-won/closed-lost outcomes with reasons, hands off won accounts to customer onboarding, and notifies the deal owner.