AT A GLANCE
An agency tracks service proposals; a property business manages viewings and negotiations; a SaaS company works through demos and evaluations. All need contacts, clear stages and next actions, but each stage means something different. These pages provide examples for reviewing the CRM through your business activity, with specific questions to bring to a demo.
01
Track opportunities, proposals and recurring services through a shared sales process.
02
Organise contacts, opportunities and next steps for clearer sales follow-up.
03
Keep track of property enquiries and sales opportunities in one visible sales process.
04
Organise enquiries, quotes and follow-ups for every sales opportunity.
05
See your sales pipeline and coordinate follow-up tasks in one CRM.
IN YOUR WORKING DAY
01
Choose names that describe real work and define what must happen to progress. A sent proposal and an active negotiation need different actions. Madflow’s configurable stages represent that distinction and help your team review opportunities.
GETTING STARTED
01
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
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 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
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.
The Madflow team prepares a proposal after understanding your needs. Ask about what is included, user numbers, setup and support before making a decision.
Bring your sales process to the demo. We will review your needs and how Madflow can help.