Notify employees of sales opportunity status changes.
CRM Use Cases
Keep employees informed of changes to customer relationship management (CRM) records.
Sales quote approvals
Accelerate the approval process by enabling managers to view and sign off on sales quotes from within Workgrid. Plus, automatically notify quote report submitters when there is a status change to their request.
Sales opportunity updates
Keep employees informed on sales opportunities with automated alerts when a new opportunity has been create or an opportunity stage has been changed.
Sales quote approvals
Accelerate the approval process by enabling managers to view and sign off on sales quotes from within Workgrid. Plus, automatically notify quote report submitters when there is a status change to their request.
Sales opportunity updates
Keep employees informed on sales opportunities with automated alerts when a new opportunity has been create or an opportunity stage has been changed.
Sales quote approvals
Accelerate the approval process by enabling managers to view and sign off on sales quotes from within Workgrid. Plus, automatically notify quote report submitters when there is a status change to their request.
Featured Integrations
Simplify actions with everyday enterprise systems with the help of Workgrid integrations.
Workgrid makes building new apps easy with our no-code app builder, enabling users to easily build apps and employee workflows with a visual drag-and-drop interface.