Sales / CRM

Convert more leads into sales using a structured workflow.

Sales / CRM

This Sales/CRM add-on 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
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.
Price Free
Author Actionstep