Sales processes

Sales processes for sales teams

Visualize, automate, and convert more opportunities with unlimited and customized sales processes for your team.

Organized funnel, predictable revenues

What are sales processes in Clientify?

It’s a feature that allows you to structure sales funnels with UNLIMITED custom stages to manage each opportunity visually, collaboratively, and automatically.

Each stage can include automatic tasks, assignments, alerts, and more. Everything is saved in the CRM and helps you improve conversion, detect errors, and foresee revenues.

Key benefits of standardizing your funnels

Why use sales processes?

Sorted opportunities: drag and drop each sale according to its stage.
Common working method: aligns the team on a defined flow.
Realistic forecasting: visualize estimated closures and performance by stage.
Automatic tasks: trigger emails, calls or alerts based on progress.
Continuous improvement: analyze reasons for loss and refine your strategy.

How can you apply it?

Use cases: Sales processes

Education

Structured informational inquiries: an academic advisor manages opportunities through contacts, information sending, calls, and registrations.

Industry and Manufacturing

Technical follow-up on opportunities: sales representatives manage long cycles with stages by technical phase to control quotations.

IT and Software

Clear SaaS sales process: manages the funnel with stages such as demo, proposal, legal review, and onboarding.

Marketing Agency

Management by client or campaign: controls phases such as contact, diagnosis, proposal, validation, and signing, reducing efforts and improving closures.

Travel Agency

Personalized assisted sale: the process is structured from interest to confirmation, offering smooth interaction and experience.

Health, Beauty, and Wellness

Commercial management of services or packages: organizes treatments or appointments with clear stages and follow-up automation.

Already using Clientify