01
Know what needs your attention
Opportunities are organised by stage. Review negotiations, proposals waiting for a reply and where work is building up before deciding who to contact.
MADFLOW CRM · SALES MANAGEMENT
Every sale. A clear next step.
Bring contacts, your pipeline and sales follow-ups together. Quotes, tasks and automation in one CRM for your sales team.
AT A GLANCE
What is Madflow CRM?
Madflow CRM is sales management software for teams that need to organise contacts, companies and sales opportunities. It combines a configurable Kanban pipeline, follow-up tasks, PDF quotes and sales metrics. See where each deal stands and prepare its next action in one shared workspace.
IN YOUR WORKING DAY
What changes in your working day
02
Keep follow-ups moving
Tasks and reminders turn the next step into a specific action. Automation can create follow-up tasks when a deal changes status.
03
Prepare proposals with context
Work with contacts, companies and quotes in the same CRM. Generate PDF proposals and use your pipeline to keep a sales view of outstanding work.
IN YOUR WORKING DAY
Tools for every stage of a sale
01
A pipeline that fits your business
See opportunities in columns and drag deals between stages. Add, rename, reorder and colour stages in settings. Distinguish a new enquiry, a pending meeting, a sent proposal or an active negotiation. Your team gets a shared way to understand the status of each sale.
02
Let a stage change trigger the next action
Native automation can generate tasks and reminders when a deal changes status. Discuss the rules your team needs in the demo, such as preparing a follow-up after a proposal is sent. A useful rule has a clear trigger, a defined action and an owner who knows their responsibility.
03
Professional quotes within your sales process
PDF quotes are part of the CRM. An agency can present monthly services and one-off projects; a renovation company can set out quote items. Keeping the proposal alongside your sales work makes it easier to review what you offered and what conversation needs to happen next.
04
Understand your pipeline before deciding
Review sales metrics, performance by salesperson, revenue forecasts and conversion rates. Reports help you identify stages that need attention and opportunities supporting your forecast. Their value depends on your team keeping sales information up to date.
05
When is it worth moving from a spreadsheet to a CRM?
A shared spreadsheet can be enough while your team keeps data and follow-ups current. Consider a CRM when deal ownership is unclear, quote versions diverge or the next action relies on someone remembering a conversation. Madflow brings together contacts, companies, the pipeline, quotes and tasks. Assess whether that organisation addresses your team’s problems before choosing it.
- Identify a deal that has no next action.
- Check whether a colleague could continue its follow-up using the available information.
- Bring that case to your demo and walk through the whole process.
06
A sent quote needs more than a date
Workflow example: after a meeting, prepare the PDF quote and move the deal to “Proposal sent”. Agree what the customer will review and create a task for the next conversation. If they confirm the scope, update the stage; if they request changes, revise the proposal before progressing. Status-based automation can help generate tasks. Define the rules with your team and check their behaviour in the demo: sending a PDF alone does not confirm a sale.
07
Prepare your data before changing tools
Madflow describes importing contacts, companies and deals via CSV or Excel. Before moving files, separate these entities, review duplicates and standardise company and stage names. Keep a copy of the source and agree which fields and relationships the import supports. A small sample lets you review the result before loading the rest; confirm the procedure, permissions and setup support included in your proposal with Madflow.
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.
Which businesses is Madflow CRM designed for?
The product website presents use cases for agencies, consulting, real estate, installers and renovation, and B2B SaaS. They share a process involving contacts, opportunities, proposals and follow-ups. Explore your industry case and discuss it in a demo.
Can I customise my pipeline stages?
Yes. Add, rename, reorder and colour stages from Settings. Define what entering and leaving each stage means so your team uses the pipeline consistently.
How can I move data from another CRM?
The product website describes importing contacts, companies and deals through CSV or Excel. Before migrating, review fields, duplicates, record relationships and supported formats with the Madflow team.
Can the whole team work in the CRM?
You can invite team members from Settings. User numbers are agreed during the initial meeting; also confirm the permissions and account structure your company needs.
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.
Your next sale starts with a clear follow-up.
Bring your sales process to the demo. We will review your needs and how Madflow can help.