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CRM Tool Workflow

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Smart features for your business

We focus on helping you to make useful content more accessible with an utlimate goal for a good sharing profit as a content creator.

Share tools quickly and confidently in minutes

Share tools quickly and confidently in minutes

This powerfull tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables. You can also customize your own dynamic versions.

Connect every part of your entire business

Connect every part of your entire business

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

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Maintain compliance and control your apps

Maintain compliance and control your apps

Improve security and trust with built-in legally binding e-Signatures. Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes.

Prevent costly mistakes

Proposals

Share Tools in minutes with pre-built, customizable templates.

Quotes

Find out in real time when they’re opened, viewed and signed.

Contracts

Use our native CRM integrations to pull customer data into your Tools fast.

eSignatures

Keep your data secure with our legally-binding e-Signature software.

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Simple, scalable pricing.

No extra charges. No hidden fees.

Essentials

For creating impressive tools that generate results.

$19 USD
Seat per month, 2 seats max
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Key features:
Real-time tracking and notifications
Real-time analytics
Drag and drop templates
Project Management
24/7 email and chat support
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Business

For seamless integrations and sending tools in bulk.

$49 USD
Seat cost per month
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Everything in Essentials, plus:
CRM and Zapier integrations
CContent reporting
Unlimited team workspaces
Approval workflows
Salesforce integration*
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Enterprise

For large companies with complex Tool workflows.

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Per‑seat or per‑tool pricing
Contact sales Respond within 24 hrs max
Everything in Business, plus:
Unlimited files uploads
Real-time tracking and notifications
User performance
SSO support and custom user roles
Bulk send & Forms*

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Some clients feedbacks

Brand

“We’re looking for people who share our vision! most of our time used to be taken up by most of alternate administrative work whereas now we can focus on building out to help our employees.”

Mark Zellers
Mark Zellers
CEO, Co-Founder.
Brand

“This powerfull tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes.”

Natalia Larsson
Natalia Larsson
Director of Sales
Brand

“We are based in Europe and the latest Data Protection Regulation forces us to look for service suppliers than comply with this regulation and as we look to create our website and this builder just outstanding!”

Sarah Edrissi
Sarah Edrissi
Lead Marketing
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