Trigger

Start Wrkflow when a lead has been entered into database as "in progress"

Wrk

Generate

Produce personalized quote with data from form A”

Wrk

Generate

Generate personalized email with specific quote

Wrk

Send

Send email with Pipedrive

Wrk
Accepted

Send

Send contract to finalize deal

Wrk
Not accepted

Call

Call prospect to discuss next steps

Wrk

How this Wrkflow will help you

Streamline Communication

Deploy this Wrkflow to minimize email back-and-forth and help your clients come to a decision faster than before.

Onboard Faster

Let us take care of repetitive tasks in your proposals drafting process, so you can onboard clients faster and spend more time tailoring your product to their needs.

Increase Consistency

Automate your quote and proposal process to reduce errors and ensure that your closed deals align with the most up to date pricing and discounts.

Did you know?

Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.