AT A GLANCE
What to prepare for a useful demo
You do not need a finished process. Bring an example sales opportunity or property workflow, the people who would use the product and the questions you want to answer. With that context we can focus the demonstration on relevant features and discuss data, users and support requirements.
Tell us what you need
Tell us what your company needs and which solution you want to see. We will review the product, your workflow and proposal terms.
Read the FAQsBook a demo
GETTING STARTED
How to get started with Madflow
01
Share your process
Explain where opportunities come from, who handles them and what happens after a proposal is sent. This gives your demo a useful starting point.
02
Review the product with your team
Walk through the pipeline, contacts, tasks and quotes using a case from your business. Check what each person needs to do their work.
03
Agree on the scope
Agree on users, stages, starting data and terms before signing up. If you are moving from another tool, also discuss import requirements and the support you need.
A FEW MORE ANSWERS
Questions before you decide.
How can I see the product before choosing it?
Book a demo and tell us how your team works. The session is an opportunity to review the product, ask questions and agree on the scope and terms your company needs.
Where can I find pricing and terms?
The Madflow team prepares a proposal after understanding your needs. Ask about what is included, user numbers, setup and support before making a decision.