Build repeatable sales


Build and fine-tune your winning process

One of the keys to a successful CRM is the ability to build your unique business processes into a tool that can guide your team to success, over and over. AgentDealer®, built on the platform has the flexibility and tools you need to build the perfect repeatable winning processes.

Tools for building the perfect process:

  • Easily create new fields, make them required when you really need that info.
  • Build workflows that drive your process by updating records automaticly, notifying when nessessary or triggering another action based on data input.
  • Set up Approval processes to insure that you can inspect what you expect.