Sales & CRM
Sales and CRM workflow templates for leads, opportunities, quotes and deal approvals, including sales quotes, quote and discount approvals, deal desk reviews and sales order approval. Website contact forms for sales, product, service, demo, consultation, wholesale, partnership, distributor and franchise enquiries acknowledge each enquiry and route it to the right person.
Benefits
- Capture website enquiries and prioritise them with AI
- Route discounts and non-standard deals for approval
- Keep every quote and approval on the opportunity's record
Common Use Cases
Sales & CRM Templates(70)
Sales Lead Management Workflow
Captures new sales leads, sends a thank-you to the contact, uses AI to prioritise the lead (with manager fallback when uncertain), assigns a follow-up task with an SLA based on priority, and routes the outcome (Convert/Nurture/Disqualify) to update status, trigger opportunity setup, and notify the rep or contact accordingly.
Sales Opportunity Workflow
Tracks a sales opportunity from Discovery through Solution Fit, Proposal, commercial review, and Closed Won/Lost, with owner tasks at each stage, a manager approval gate on the proposal, and notifications to the main contact and onboarding team.
Sales Quote Workflow
Captures a sales quote request, calculates the quoted total after discount, has sales operations validate pricing, routes high discounts to a sales manager for approval, sends the quote to the customer for acceptance, and updates the record and notifies the rep based on the customer's decision.
Discount Approval Workflow
Captures a sales rep's discount request, calculates the discounted price, routes for sales manager or finance approval depending on the discount size, and notifies the rep of the outcome so they can submit a revised request if rejected.
Deal Desk Approval Workflow
Captures non-standard deal requests from reps, routes them through finance review, optional legal review (for non-standard terms), and final approval by CFO or Sales Director based on discount/margin thresholds, with revision loops back to finance for pricing or terms changes.
Sales Enquiry Contact Form Workflow
Captures sales enquiries from a website contact form, acknowledges the enquirer by email/SMS, uses AI to prioritise the lead, routes it to a sales rep for response with an outcome capture, escalates qualified leads to the sales pipeline, closes out the enquiry with a response email, and follows up one day later requesting feedback.
Access Control Installation Quote Workflow
End-to-end workflow for a locksmith/access control business: intake of an access control installation request, site inspection, quote preparation and approval by the customer, job scheduling, job completion, and post-completion feedback collection.
Air Conditioning Quote Request Workflow
Manages an air conditioning quote request from initial customer submission through site inspection, quoting, acceptance, job scheduling, completion, and post-job feedback collection, with status tracking throughout.
Automatic Gate Installation Quote Workflow
End-to-end workflow for a gates and automation business: intake request, site inspection, quote preparation and delivery, customer acceptance/decline, job scheduling, installation completion, and post-job feedback collection.
Bathroom Tiling Site Measure and Quote Workflow
Captures an estimator's site measure for bathroom tiling, calculates a quote, routes it through manager review (with revision loop back to the estimator), sends the quote to the customer for acceptance, and books the job on acceptance.
Bathroom Waterproofing Quote Request Workflow
Manages a waterproofing quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Bricklaying Quote Request Workflow
Manages a bricklaying quote request from initial customer submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Carpentry Quote Request Workflow
Captures a carpentry/joinery quote request, has the office prepare and send a quote, waits for customer acceptance, schedules and completes the job, and collects post-completion feedback — with status tracking throughout.
Carpet Cleaning Quote and Booking Workflow
Manages a carpet cleaning request from initial quote request through office quoting, customer acceptance, job scheduling, technician completion, and post-service feedback collection.
Commercial Cleaning Quote Request Workflow
Manages a commercial cleaning quote request end-to-end: intake, site inspection, quoting, customer acceptance, job scheduling, job completion, and post-service feedback, with status tracking throughout.
Concrete Driveway Quote and Assessment Workflow
Captures an estimator's site assessment for a concrete driveway job, calculates the quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), then sends the approved quote to the customer for acceptance and books the job once accepted.
Concrete Finish Acceptance Workflow
Manages concreting job completion sign-off: supervisor walkthrough, rework loop if needed, customer review and acceptance via emailed form, rework loop on reported issues, handover confirmation, and a delayed feedback request.
Concreting Quote Request Workflow
Manages a concreting quote request from initial submission through site inspection, quoting, acceptance, deposit collection, job scheduling, completion, and post-job feedback.
Consultation Enquiry Contact Form Workflow
Captures consultation enquiries from a website contact form, acknowledges the enquirer, uses AI to prioritise the enquiry (with human fallback), routes it to a consultant to assess fit and book a consultation, tracks the outcome, closes the enquiry, and follows up with a feedback request when a consultation was held.
Deck Construction Quote and Assessment Workflow
Captures site assessment data from the estimator, calculates the deck quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), and on approval sends the customer a quote form to accept or decline, updating status and notifying the office to book accepted jobs.
Demo Request Contact Form Workflow
Captures demo requests from a website contact form, acknowledges the requester, uses AI to prioritise buying intent (with human fallback), assigns a sales task to arrange the demo, tracks booking and outcome, closes the enquiry, and follows up with a feedback survey after a completed demo.
Demolition Quote Request Workflow
Manages a demolition quote request end-to-end: intake, site inspection, quoting, customer acceptance, deposit collection, job scheduling, job completion, and post-job feedback, with status tracking throughout.
Deposit Request and Receipt Workflow
Collects trade job deposit details, calculates the deposit amount, requests payment from the customer, tracks receipt via accounts follow-up tasks with reminder and phone-call escalation, confirms receipt with a receipt email, and books the job start — while keeping the deposit status current throughout.
Distributor and Reseller Enquiry Form Workflow
Captures distributor/reseller enquiries from a website form, acknowledges the enquirer by email (and SMS if a mobile is given), uses AI to prioritise the enquiry by territory/products/business type (with human fallback), assigns a channel manager review task with SLA based on priority, and closes the loop with a decision-based email once a response is recorded.
Drywall and Plasterboard Quote Workflow
End-to-end workflow for a drywall/plasterboard (Gyprock) installation business: captures a request, runs a site inspection, prepares and sends a quote, tracks acceptance, schedules and completes the job, and collects post-job feedback.
Electrical Quote Request Workflow
End-to-end electrical contracting quote request process: intake, urgency-based emergency call-back, site inspection, estimator quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection.
End-of-Lease Cleaning Quote Request Workflow
Manages end-of-lease cleaning quote requests from intake through quoting, acceptance/decline, job scheduling, job completion, and post-service feedback, with status tracking throughout.
Excavation and Earthmoving Quote Workflow
Manages an excavation quote request from initial customer submission through site inspection, quotation, acceptance, job scheduling, completion, and post-job feedback collection.
Exterior Painting Assessment and Quote Workflow
Captures an estimator's site assessment for an exterior painting job, calculates the quote, routes it through manager review (with a bounded revision loop), then sends the customer a quote for acceptance and books the job on acceptance.
Fence Site Measure and Quote Workflow
Captures an estimator's site measure for a fence job, calculates a quote, routes it through manager review (with a revision loop back to the estimator), then sends the quote to the customer for acceptance and books the job once accepted.
Fencing Quote Request Workflow
Manages a fencing quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Flooring Quote Request Workflow
Handles a flooring quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection, tracking status throughout.
Flooring Site Measure and Estimate Workflow
Captures an estimator's site measurement, calculates a flooring quote, routes it through manager review (with revision looping), and on approval sends the customer a quote to accept or decline, closing out the job booking or a decline notice.
Franchise Enquiry Contact Form Workflow
Captures franchise enquiries from a website form, acknowledges the enquirer by email and SMS, uses AI to prioritise the enquiry (with human fallback), assigns it to the franchise development manager for review and decision, triggers an information pack task on progression, and closes the loop with a final response email.
Garage Door Installation Quote Workflow
Manages a garage door installation request end-to-end: intake, site inspection scheduling, estimator quoting, customer acceptance/decline, job scheduling, installation completion, and post-job feedback collection.
Glazier Quote Request Workflow
Manages a glazing quote request end-to-end: intake form, acknowledgement, estimator site inspection, quote preparation and delivery, customer accept/decline via a form, job scheduling, job completion, and a post-completion feedback request.
Handyman Quote and Job Request Workflow
Captures a handyman job request, has the office prepare and send a quote, waits for customer acceptance, schedules and completes the job, then collects feedback — tracking status throughout.
Insulation Quote Request Workflow
Manages an insulation quote request end-to-end: intake, site inspection, quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection, with status tracked throughout.
Interior Painting Measure and Quote Workflow
Captures estimator site-measure data, calculates a quote from measured area and rate, routes it through estimating manager review (with a revision loop back to the estimator), then emails the customer for accept/decline and books the job once accepted.
Irrigation Design and Quote Workflow
Captures irrigation installation requests, routes them through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback, with status tracking throughout.
Kitchen Renovation Quote Request Workflow
Manages a kitchen renovation request end-to-end: intake and acknowledgement, estimator site inspection, quote preparation, customer accept/decline, deposit collection, job scheduling, job completion, and post-completion feedback collection.
Landscaping Quote Request Workflow
Manages a landscaping quote request end-to-end: intake, site inspection, quote preparation, customer acceptance, deposit collection, job scheduling, job completion, and post-job feedback collection.
Lead Paint Risk Screening Workflow
Screens a job site for lead paint risk before sanding, scraping or stripping. Captures building age, paint condition, occupant risk factors and test results, routes to Clear to Proceed or Lead Controls Required, tracks supervisor clean-up controls with rework looping, and finishes at Controls Verified.
On-Site Quote and Estimate Workflow
Captures an on-site estimator's quote form, calculates the quote amount, routes large/unusual jobs through operations manager review with a revision loop, sends the finalised quote to the customer for acceptance, and books the job once accepted.
Painting Quote Request Workflow
Manages a painting and decorating quote request end-to-end: intake form, site inspection task, quote preparation, customer accept/decline via an external form, job scheduling, job completion, and post-job feedback collection — with status tracking throughout.
Partnership Enquiry Contact Form Workflow
Captures partnership enquiries from a website contact form, acknowledges receipt by email/SMS, uses AI to prioritise the enquiry by strategic fit (with human fallback), assigns it to the partnerships manager for review and decision, and closes the loop with the enquirer once a decision is made.
Pergola and Patio Carpentry Quote Workflow
End-to-end workflow for a carpentry business handling pergola/patio requests from initial intake through site inspection, quoting, acceptance, deposit collection, job scheduling, completion and post-job feedback.
Pest Control Quote and Booking Workflow
End-to-end workflow from pest control quote request through quote acceptance, job scheduling, job completion, and post-service feedback collection.
Frequently Asked Questions
What Sales & CRM workflow templates are included?
Sales & CRM includes templates for lead management, sales opportunities, sales quotes, quote and discount approvals, deal desk reviews, sales order approval, and website contact forms for sales, product, service, demo, consultation, wholesale, partnership, distributor and franchise enquiries.
Who are the Sales & CRM templates for?
They're designed for sales teams, sales operations, deal desks and business owners. Prospects get in touch through public forms without needing an account, and approvers sign off discounts and deals in the workspace.
Can I change a sales template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, change the discount threshold or add a follow-up task — or edit the steps in the workflow editor. Earlier versions are kept.