Templates and reports for more than sales
Not everything you follow through is a sales deal.
A workflow defines the stages a case moves through. In Work, Floral’s CRM, you start from a template and adjust the stages and fields to the way your team works.
Workflows are part of Work, Floral’s CRM. On the site they are also called pipelines.
Six places to start
An installed template is your own copy. Change it freely.
Sales
Stages from first contact to won or lost, with value and forecast.
Projects
Follow delivery from start to finish.
Sparring
Advisory courses with a company, step by step.
Funding pools and applications
Keep track of pools and of each application through its stages.
Membership
Follow members from prospect to active member.
Reports
Each workflow has a report with headline figures and breakdowns for the records you have filtered. Export it as CSV or PDF.
Frequently asked
Yes. It is your workspace’s own copy, and later changes to the template do not overwrite it.
Yes. A workspace can run sales, projects and membership side by side.
Which process do you want to follow?
Tell us what you keep track of today. We show you the template closest to it.