Workflows
Automate your tracking
Save valuable time for your sales. Create workflows to automate lead assignment and task creation and simplify lead tracking with Kafinea’s sales automation tools.
Opportunities
Stay in control of your opportunities
Don’t miss any opportunities by creating a series of sales emails and follow-up tasks for each contact and focus on your prospects!
Built-in forms
Automate your sales
Create forms from Kafinea that can be embedded directly on your websites. The data flows automatically into Kafinea. Each new lead results in a sequence that you control, such as sending an email or document.