01
Find outstanding quotes
Keep quotes within your sales process and pipeline stages. Review which decisions are outstanding before planning new calls.
AT A GLANCE
A sales process that fits your business
Before an installation or renovation there is an enquiry, an assessment and a proposal for the customer to decide on. An installer CRM organises that sales journey. Madflow brings contacts, quotes and sales stages together to distinguish work being quoted from proposals under negotiation. Also discuss support requirements and mobile access in the demo.
IN YOUR WORKING DAY
What changes in your working day
02
Coordinate sales follow-ups
Organise tasks and reminders so each proposal has a defined next step, even when several people handle enquiries.
IN YOUR WORKING DAY
What your sales workflow could look like
01
An example to bring to your demo
An installation enquiry arrives. Record the contact, open an opportunity and prepare a quote with the work items. Move the opportunity to proposal sent and plan the follow-up. If the customer asks for changes, review the quote and update the status before coordinating delivery.
02
What to review before choosing your CRM
List your current stages, the data you need and recurring tasks. Check how proposals are created, how your team is organised and what information needs importing. The demo should cover these needs using a specific business example.
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.
Is this a construction planning tool?
This page focuses on sales work and customer follow-ups. If you need site planning, material control or invoicing, bring those requirements to the demo to confirm what is covered and what other tools you need.
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.
Let’s see how your team works.
Bring your sales process to the demo. We will review your needs and how Madflow can help.