SALESFRONT / THE CRM IN WORK

Good conversations.
Clear next steps.

Give every opportunity somewhere to go. Bring your pipeline, follow-ups and relationship history into the workspace where your team delivers.

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THE OPPORTUNITY, CONNECTED01 / SALESFRONT
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SAMPLE OPPORTUNITYWillow & Co.Website refresh
Warm
The pipelineWhere it stands
The follow-upWhat happens next
The historyWhat came before
NEXT STEPFollow up on the conversation.

Keep the due date with the opportunity.

Conceptual illustration with sample content, not a product screenshot.
See the pipeline Know the next step Carry the context forward
MAKE ATTENTION USEFUL

Know what needs you.
And why.

A deal board shows where things stand. SalesFront helps your team see what needs a response, a follow-up or a little more context.

EXPLORE SAMPLE NEXT STEPS
THE REASON IS PART OF THE RECORD

A date becomes a next step.

Set the follow-up on the prospect. Rep inbox reminders help bring it back to the person responsible.

Prospect recordRep inbox reminder
Interactive illustration · no records are changed

SalesFront also highlights missing deal values. Hot, warm and cold scoring includes explainable factors, with prioritized next steps alongside the deal dashboard and weighted forecast.

ONE RELATIONSHIP. A SHARED HISTORY.

Pick up the thread.
Keep the context.

Calls, emails, meetings and texts can be logged on the prospect’s timeline. Agent activity is attributed, so the team can see who did what.

A pipeline you can move through
Use the Kanban pipeline to follow deals through their stages, with scoring and a weighted forecast to help frame the outlook.
A record your agents can help maintain
Agents can update stages, notes, contact logs, follow-ups, tags and deal values. These agent actions do not include deleting prospects.
A handoff that keeps the relationship
Convert to Customer creates or reuses company and contact records and links the won opportunity to them.
WILLOW & CO.SAMPLE TIMELINE
  1. CONTACT LOG · MAYAA discovery call, recorded.

    Keep the conversation’s context on the prospect.

  2. AGENT ACTIVITY · RESEARCH AGENTA research draft, attributed.

    See the agent behind the update.

  3. FOLLOW-UP · MAYAA next step, dated.

    Keep the opportunity moving.

  4. WON → CONVERT TO CUSTOMERThe relationship carries forward.

    Create or reuse the company and contact.

Illustrative sequence, with sample names and activity.
AGENTS PREPARE. PEOPLE DECIDE.

Move faster.
Keep the send deliberate.

Use Flow to connect research, drafting and follow-up. A human approval step decides whether an agent-assisted email goes out.

01New prospectThe starting context
02Research + draftThe agent prepares
03Human approvalThe decision stays with you
APPROVED

Email sent. Next step set.

The approved flow sends the email, moves the prospect to First Contact and sets a follow-up.

This is an illustration. No email is sent and no prospect is created.

When a reply arrives
Inbound mail can lead to a contextual draft, human approval, a logged reply and a follow-up.

Keep the connection clear
Mail linkage covers an agent mailbox or forwarded mail. It is not universal inbox sync.

FROM OPPORTUNITY TO RELATIONSHIP

Make the next step
part of the work.

Explore SalesFront in ViviScape Work. SalesFront module access is required; contact us to discuss access for your team.

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