Sales-Focused Workflows
Pipeline management, deal tracking, and follow-up systems designed for closing business.
Sales is about momentum, keeping deals moving, following up consistently, and knowing exactly where every opportunity stands. You need a CRM that shows you your pipeline at a glance, reminds you to follow up, and gets out of your way when it's time to close. Feather is built for that focus.
Suggested setup
A lightweight starting point. Adjust as you learn what works for you.
Visual Pipeline
Kanban-style deal tracking with drag-and-drop stage updates.
Lead Scoring
Custom fields to track lead quality and prioritize hot opportunities.
Follow-up Tasks
Automated reminders so no prospect falls through the cracks.
Deal Values
Track revenue and forecast by pipeline stage.
Example workflow
Prospect identified
Add to pipeline as new lead with source and context.
Initial outreach
Email or call logged, follow-up task created.
Discovery meeting
Notes captured, deal value estimated, move to Qualified.
Proposal sent
Update stage, set follow-up reminder for response.
Negotiation
Track conversations and objections in notes.
Close
Mark won/lost, capture lessons learned.
Example configuration
Custom Fields
- Deal Value
- Expected Close Date
- Lead Source
- Decision Maker
- Competitor
- Probability %
Example Tags
Pipeline Stages
Related capabilities
Ready to build your workflow?
Start free and shape Flexara to fit exactly how you work.