Sales & CRM
Manage your entire sales process from lead to close. Pipeline kanban, lead scoring, revenue forecasting, prospecting and activity history.
ITE Workflow365 CRM is a complete sales management platform that replaces Pipedrive, HubSpot, and Salesforce with a single, integrated solution. The visual pipeline kanban board lets you see every deal at the right stage — from first contact to closed-won — with drag-and-drop simplicity. Lead scoring automatically evaluates the potential of every prospect based on their activity, company data, and engagement patterns, so your sales team always knows who to focus on first. Revenue forecasting powered by historical data and close probability gives you a realistic picture of future performance.
The prospecting and automated sequence engine lets you build lists of potential customers, enrich them with firmographic data, and launch multi-channel outreach sequences combining emails, phone calls, and follow-up tasks. Every interaction — sent email, completed call, attended meeting — is automatically logged on the deal timeline, creating a comprehensive relationship history. Converting a prospect into a pipeline deal happens with one click, with all data and history preserved.
Custom fields, products with pricing and discounts, deal sharing between team members, and win/loss analysis — ITE Workflow365 CRM adapts to your unique sales process instead of forcing a rigid framework. It is a CRM built for companies that want to sell more and smarter, without juggling multiple disconnected tools across their sales stack.
Key capabilities
Pipeline Kanban Board
Visual pipeline view with deal cards you drag between stages. See your entire sales process on a single screen at a glance.
Lead Scoring
Automatic scoring based on activity, company data, and interactions. Focus your team on the hottest leads that are ready to buy.
Revenue Forecasting
Revenue projections based on deal values, close probability, and historical conversion rates. Plan with confidence.
Prospecting & Sequences
Import prospects, enrich data, and launch automated multi-channel sequences with emails, calls, and tasks.
Activity History & Timeline
Complete deal timeline — every email, call, meeting, and note in one place with a chronological activity feed.
Custom Fields & Products
Define custom fields for deals, add products with pricing, quantities, and discounts. Adapt the CRM to your sales process.
Prospect Conversion
Convert a prospect into a full deal in your pipeline with one click. All data and interaction history carries over seamlessly.
Win/Loss Reasons
Analyze why you win and lose deals. Build actionable intelligence about your sales process based on hard data.
Use cases
B2B Sales Team
Manage a multi-stage sales process with multiple decision-makers, products, and long deal cycles from first touch to close.
Agency with Multiple Pipelines
Run separate pipelines for different services — each with custom stages, fields, and automations tailored to the workflow.
Fast-Growing Startup
Scale sales with full pipeline visibility, revenue forecasting, and automated lead scoring to prioritize outreach.