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smarter CRM

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Macroflo

/

Sales

Team
East Sales

+ Sales Note

Approve selected (2)

Contact

David Wilson

Jessica Hayes

Constanza Perez

Meera Desai

Benjamin Weber

Jacob Jones

Maria Rodrigues

Opportunity

Chip Specification

New

Product Retrofit Design

Custom Power Assembly

Spectral Relay

New

Custom Power Supply

Chip Specification

Hi-loss Chip Design

New

Status

Bidding
Won
Prospecting
Won
Bidding
Closed
Prospecting

Amount

$200,000

$200,000

$150,000

$170,000

$120,000

$120,000

$120,000

Sales Assignee

BW

AS

MB

East Team

MB

BW

East Team

MB

AS

Macroflo

/

Sales

Team
East Sales

+ Sales Note

Contact

David Wilson

Jessica Hayes

Constanza Perez

Meera Desai

Benjamin Weber

Jacob Jones

Maria Rodrigues

Opportunity

Chip Specification

New

Product Retrofit Design

Custom Power Assembly

Spectral Relay

New

Custom Power Supply

Chip Specification

Hi-loss Chip Design

New

Status

Bidding
Won
Prospecting
Won
Bidding
Closed
Prospecting

Amount

$200,000

$200,000

$150,000

$170,000

$120,000

$120,000

$120,000

Sales Assignee

BW

AS

MB

East Team

MB

BW

East Team

MB

AS

Less paperwork,
more people work

Streamline your CRM workflow with AI. Work smarter with Macroflo.

Make sales
tracking simple

Focus on what matters - let us handle the busywork while you build better relationships.

AI
Sales Note Created
Companies tagged
3
Synthesizing quick summary
"Presentation with Analog Inc. our Amphenol Micro-D M83513. Follow-up scheduled with Richard Fields in one week"
Opportunity Created
AI
Tagging @Analog and @Amphenol
Generating Instant Sales Report
Exporting report to Amphenol
Danielle Rodrigues
Recording new Sales Note
Dennis Howell
Recording new Sales Note
Camilla Perez, Sales
Recording Sales Note
Camilla Perez, Sales
Recording Sales Note
AI
Sales Note Created
Companies tagged
3
Synthesizing quick summary
"Presentation with Analog Inc. our Amphenol Micro-D M83513. Follow-up scheduled with Richard Fields in one week"
Opportunity Created
AI
Tagging @Analog and @Amphenol
Generating Instant Sales Report
Exporting report to Amphenol
Danielle Rodrigues
Recording new Sales Note
Camilla Perez, Sales
Creating new Sales Note
Camilla Perez, Sales
Recording Sales Note
Camilla Perez, Sales
Recording Sales Note

Macroflo

Generate Sales Report

Liz Sessions
Imported a sales report with AI
Kyle Griffith
split Commission to
Henry B.
Rob Brunson
split Commission to
Sophia R.
Betty Körner-Atkins
Imported a sales report with AI
Kyle Griffith
split Commission to
Henry B.

Macroflo

Generate Sales Report

Liz Sessions
Imported a sales report with AI
Kyle Griffith
split Commission to
Henry B.
Rob Brunson
split Commission to
Sophia R.
Betty Körner-Atkins
Imported a sales report with AI
Kyle Griffith
split Commission to
Henry B.

Macroflo

Generate Sales Report

Liz Sessions
Imported a sales report with AI
Kyle Griffith
split Commission to
Henry B.
Rob Brunson
split Commission to
Sophia R.
Betty Körner-Atkins
Imported a sales report with AI
Kyle Griffith
split Commission to
Henry B.

simple at every level

Empower your
reporting workflow

Instant Sales Reporting

Generate comprehensive reports for each of your manufacturers.

Import Manufacturer Reports

Drag and drop reports from your manufacturers for AI processing.

Easy Commission Calculations

Automate and manage commission payout with real-time updates.

Simple Team Management

Add or adjust team members’ instantly with our workflows.

REAL TIME AI Processing

View and export
perfect sales reports

Team Sales Tracking

Document your sales teams activities with AI Sales Notes.

AI Sales Summaries

Instant Sales Notes

Instantly update Opportunities in your CRM with AI Sales Notes.

Automated Report Export

Quick Sales Reports

Filter and export entire Activity and Opportunity Notes

Customer Ineraction insights

Customer insights

Gain actionable data to optimize team productivity.

Meeting with @Analog

Call with @TE

Meeting with @Anthem

Call with @Richard Field of @Anthem
Manufacturer Sales call for @Ampenol
Dropped off sample of Micro-D M83513
Completed Sample Date
Set Bid Date for June 3

Meeting with @Analog

Call with @TE

Meeting with @Anthem

Call with @Richard Field of @Anthem
Manufacturer Sales call for @Ampenol
Dropped off sample of Micro-D M83513
Completed Sample Date
Set Bid Date for June 3

Meeting with @Analog

Call with @TE

Meeting with @Anthem

Call with @Richard Field of @Anthem
Manufacturer Sales call for @Ampenol
Dropped off sample of Micro-D M83513
Completed Sample Date
Set Bid Date for June 3

Automate your Salesflo

Empower your team today

Simple onboarding

No annual contracts