Design smarter sales workflows visually
Shyft Score
Directory quality rating
AI Readiness
How prepared for AI workflows
Our take
Workflow design provides a visual platform for mapping and automating sales and marketing workflows, making it ideal for teams needing to streamline lead management and follow-up sequences.
Best for: Sales and marketing teams needing to automate and optimize workflows.
Request a demo to evaluate Workflow design for your team.
See how Workflow design fits your stackBenefits
Reduce manual follow-up tasks by 70% with automated sequences
Close deals 30% faster with optimized workflow processes
Eliminate lead drop-offs through systematic nurturing workflows
Get real-time visibility into your entire sales pipeline
About
Workflow Design is a visual workflow automation platform for sales and marketing teams. Teams use it to map lead management processes, automate follow-up sequences, and track conversion metrics through an intuitive drag-and-drop interface.
Drag-and-drop workflow builder
Lead management automation
Customizable follow-up sequences
Real-time collaboration tools
Analytics and reporting dashboard
Use cases
Automating lead follow-up sequences for sales teams
Visualizing and optimizing sales pipeline workflows
Tracking conversion metrics across sales stages
Best for
Pricing
Workflow design starts at $29/mo
Starting at $29/mo
Ecosystem
MCP servers, AI skills, and integrations that work with Workflow design
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FAQs
Common questions about Workflow design and its capabilities
The Workflow Design tool is ideal for sales teams, offering a drag-and-drop builder, lead management automation, and customizable follow-up sequences. It helps design smarter sales workflows visually to boost efficiency and close more deals.
Our team can help you integrate Workflow design with your existing tools and build custom automation workflows.
Pulse delivers sales-specific AI insights every week. Free.
Explore
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