Sales / CRM

Convert more leads into sales using a structured workflow.

This Sales/CRM add-onĀ helps you manage new sales enquiries using a structured process. Automatic follow-up tasks are created at every step to ensure that you never let a sales lead fall between the cracks.

You can link the associated Webform to your website which will capture the information at the source and post it through to Actionstep automatically.


  • Capture leads directly from your website
  • Follow a structured sequence of steps to maximize your chances of closing the sale
  • Automatic tasks remind you to follow-up
  • Automatic document and email assembly saves you time and makes it easy to communicate
  • Heads-Up automatically emails you your sales pipeline and tasks every day/week
  • Track referrers and marketing activities
Price: FreeAuthor: ActionstepContact UsInstall