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Make your Sales team unstoppable

Leave spreadsheets & email behind. Track your sales targets and move leads through your pipeline.
All within Slack

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Unlock your sales potential

Sales people work at a blazing fast speed. Empower them to focus on leads, not spreadsheets

Transparent priority

The Planned column on your taskboard is the only prioritization you need. Your sales team always knows what has highest priority. Go away from tedious scoring, and start closing.

Flexible Kanban Boards

Customize the taskboard to fit your custom pipeline or choose from one of our case-specific workflow templates. Make your board fit your sales process.

Don't waste time on admin

No tedious administration or user management. Zero overhead in your process. No signups or registrations. Just open your the taskboard and get to work.

Discuss leads in real-time

Your sales task management is rooted in your team's communication. Discuss individual leads in Slack threads. Get updates on details from the teammate running the lead. Delightfull!

Attach all relevant docs & files

All of your pitch decks, sales notes and legal documents are in a single place, attached to a specific task. Getting the files you need right in your pipeline is great!

Track progress on leads

Get an instant overview of the state of every lead with just one look at your taskboard. Choose to get notified of each status change or only track big updates.

How do we compare to the competition?

No organizational overhead

All too often, sales teams are blocked from doing great work by obstacles in the road. A miriad of permissions, roles & releases are behind a walled garden, controlled by an almighty admin or sales lead. Workstreams.ai eliminates that severe pain point completely. No hassle, no signups, no roles. Just focus on what needs to get done.

No clutered lists & boards

Going from email to Salesforce and back gets tedious pretty fast. That is even before you reach the endless different file sharing tools your team uses. With Workstreams.ai you eliminate clutter in a single sweep. All your potential leads, discussions, contact details and files are in a single place, readily available.

Fully integrated in your Sales communication

Switching contexts is a drag. It also directly contributes to lost time and drifting focus. Workstreams.ai places your sales process directly where your team communicates. Any issue is resolved with your teammates in seconds, allowing you to focus on the lead at hand.

Create leads from emails and chat messages

Creating a task for a lead you and your team want to pursue and are discussing in your Slack channel is astoundingly simple. You can turn any message into a Workstreams.ai task, and it will land in your planned column. If you have your email connected to Slack, you can turn emails into sales lead task with a single tap.

Transparent priority

Tools like Salesforce are tolerated by sales teams, but not loved. That's thanks to too much complexity and too little transparency. It's a challenge to know which lead to pick up and when. With Workstreams.ai we follow the KISS rule. Keep It Stupid Simple, and remove any doubts on your team about what needs to be done next.

Features to make your sales process a delight

Discover how Workstreams.ai helps you streamline your Sales

Task Templates

Your team has a set of tasks that get repeated constantly? Create a template, and all of your repeating tasks are just a click away. Super convenient and time-saving feature.

Task Checklists

Do the tasks in your sales process contain multiple steps? Break the task down! Explain each step in detail and clarify your exact requirements with checklists. There is nothing better than checking off items from a list once you've completed them.

Sales Goals

Closing a big prospect can take the effort from multiple teams. Or a lead you're pursing has multiple tasks that need to be finished. Keeping track of progress can be challenging. This is where our Goals come into play. Combine several tasks from across teams towards a single goal.

Smart Labels

Labeling your leads is a time-honored sales tradition. From potential levels, to industry specifics, a label is always useful. We make them even more useful by suggesting labels that could fit to a specific task. Delightful!

Start & due dates

Sales teams always keep a fast pace. Use the Workstreams.ai start and end dates at both task and Goal level to ensure timely execution and delivery on all that's needed to close that lead you've been chasing!

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Hang in there

Our team is currently working on an easy solution to bring all your leads from Salesforce over to Workstreams.ai

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Integrate Salesforce with Workstreams.ai

Looking to migrate all your opportunities, leads and prospects from Salesforce to a smarter solution?

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Your very own sales-driven Kanban Board

Workstreams HR Board

Close a sales lead in 6 easy steps

01
A new lead comes in

Create your first task using Slack. Type /plan "Contoso Steel Inc". Add some description about the lead. Assign it to a member of your sales team. The train is rollin'!

03
Initial contact

The journey continues. A teammate has moved a task via Slack to the contact stage. An appointment with Contoso is set up. Are you ready to pitch?

05
Negotiating specifics

Some negotiating back-and-forth is always at the heart of a sales process. This is when tasks glide along to the next step of your workflow and a teammate knows when to pick it up.

02
Lead evaluation

Your teammate moves that task to the evaluation step of your pipeline. She adds some checklist items that need to get done and attaches a list of contacts at Contoso Steel Inc.

04
Proposal stage

Make sure all the specifics of the proposal are in the task description. Your files are in, your deck is ready, the contact details are in the task thread. All accessible via the Slack app. Go close that deal!

06
Signing & Legal clearance

Attach the final signed contract to the task, move it to the legal part of your pipeline. A teammate from the Legal department picks it up, dealing with the paperwork. Its time to celebrate, a deal has been closed!