CRM AND SALES PIPELINES
A CRM shaped like your sales process. Not someone else's.
Off-the-shelf CRMs make you rename their stages and ignore half their screens. Describe how your deals actually move, and Genflux builds a pipeline with exactly those stages, fields, and rules.
The problem it solves
How this work usually runs - spreadsheets, shared inboxes, and memory - and why details keep slipping through.
- Deal information split across spreadsheets and inboxes, with no single view of the pipeline
- Follow-ups depend on each rep's memory, so leads go quiet without anyone noticing
- No reliable record of what changed on a deal, when, or by whom
What your team gets on day one
The same process, moved into one system with clear ownership, controlled access, and a record of every decision.
- One pipeline with your real stages, and an owner and next step on every deal
- Follow-up reminders and a full activity history attached to each deal
- Approval rules on large deals enforced by the app, with every decision recorded
What could your sales CRM app include?
No two Genflux apps are the same - each is planned from your description. Here's one example of how your sales CRM app could take shape: the records it tracks, the screens your team works in, who gets access to what, and the workflow that ties it all together.
YOU DESCRIBE IT
“Track sales leads, follow-ups, and owners in one pipeline. Leads come from our website and trade shows, reps own their own accounts, and deals over 20k need director approval before we send a quote.”
Workflow
One way the stages might flow - with approval steps wherever your process needs them.
- New
- Qualified
- Proposal
- Approval
- Won / Lost
Records
The kinds of things an app like this keeps track of.
Screens
Where the day-to-day work would happen.
Roles & access
Who can see and do what - enforced by the app, not assumed.
- Rep
- Works their own accounts and deals
- Sales lead
- Sees every pipeline, reassigns owners
- Director
- Approves deals above threshold
Describe your sales CRM.
Start from the example below, or rewrite it in your own words. Genflux drafts the plan from there.