Customizable Workflows

Configure Your Pipeline to Match Your Team’s Unique Workflow

Optimize workflows with custom pipelines, drag & drop, permissions, automation, and deadlines.
(4.8) Review Score 4.8
(4.8) Review Score 4.8
(4.8) Review Score 4.8
Customize and streamline workflows using a user-friendly drag-and-drop interface for efficient management.

Flexible Configuration

Drag and drop to add stages and design your workflow easily.

Role-based access control settings ensure secure and efficient workflow management.

Tailored Permissions

Control actions with role-based access at every stage.

Set automated reminders and deadlines to enhance productivity and efficiency in workflows.

Boost Productivity

Set deadlines and automate with alerts and reminders.

Tailored CRM system enhancing client relations through personalized communication and tracking efficiency.

Elevate client relations with a CRM tailored to your business dynamics

How It Works

User configuring CRM workflow using an intuitive drag-and-drop interface for better customization.

Drag-and-Drop Configuration.

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Intuitive Interface:

Easily tailor your CRM workflows with a simple, intuitive drag-and-drop interface.
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Simplify Adjustments:

Effortlessly modify your workflows on the go—no complex training required.
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Minimal Technical Skills Needed:

Streamline your workflow management without the need for deep technical expertise.
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Immediate Workflow Updates:

Quickly adapt and modify processes to align with current needs.
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Visual Workflow Mapping:

Directly visualize and adjust workflows for better management.

Standard Templates to Help You Get Started

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Pre-Built Structures for Quick Customization:

Kickstart your workflow setup with ready-made templates.
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Reduce Setup Time:

Minimize initial effort with streamlined template integration.
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Guidance for New Users:

Offer easy-to-follow frameworks that help beginners learn quickly.
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Speedy Adoption and Implementation:

Accelerate the entire adoption process with templates that simplify deployment.
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Best Practices Built-In:

Templates are designed with industry best practices in mind, promoting efficiency and effectiveness right from the start.
Standard CRM templates promoting quick setup and implementing best practices efficiently.
Powerful CRM automations enhancing productivity with reminders and lead qualification.

Automation Integration

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Efficiency in Repetitive Tasks:

Automate routine tasks to save time and increase efficiency.
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Accuracy and Consistency:

Automation ensures every process is performed uniformly, reducing errors.
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Hands-Free Management:

Manage workflows with minimal manual oversight, freeing up resources for strategic work.
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Boosted Productivity:

Reduce the need for manual input, allowing teams to focus on more valuable activities.
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Improved Response Times:

Automation ensures quicker response to customer needs and market changes, enhancing service quality.

User /Role-Based Restrictions

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Controlled Access for Security:

Limit access to sensitive stages or actions to authorized personnel only.
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Customizable Permissions:

Tailor permissions to specific roles for more precise access control.
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Data Integrity and Confidentiality:

Safeguard sensitive information by restricting data access to relevant users.
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Stage-Specific Privileges:

Assign user privileges that are appropriate for each stage of the workflow to enhance process efficiency.
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Enhanced Operational Efficiency:

Streamline processes by ensuring that only relevant personnel handle specific tasks and decisions.
User and role-based restrictions ensuring data security and operational efficiency.
Approval routines in CRM ensuring policy compliance and streamlining decision-making processes.

Approval Routines

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Systematic Approval Processes:

Standardize approvals to ensure consistency and control across all operations.
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Compliance with Policies:

Enforce adherence to company regulations and policies through structured approval channels.
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Transparent Progress Tracking:

Monitor and visualize approval statuses for full transparency and accountability.
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Accelerated Decision-Making:

Streamline decisions with automated approval workflows that reduce delays and increase agility.
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Enhanced Stakeholder Confidence:

Build trust among stakeholders with a transparent and accountable approval process.

Automated Escalation Paths

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Timely Issue Resolution:

Automatically escalates issues to higher authority if not resolved within a set timeframe, ensuring prompt attention.
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Reduces Bottlenecks:

Prevents delays by escalating stuck tasks, maintaining smooth workflow progression.
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Enhanced Accountability:

Assigns escalation based on predefined rules, making it clear who is responsible at each stage of the escalation.
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Customizable Triggers:

Set up specific criteria and conditions for when and how tasks should escalate, tailoring the process to your unique operational needs.
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Notification System:

Sends automatic alerts to the relevant parties when a task is escalated, keeping everyone informed and prepared to take necessary action.
Automated escalation paths in CRM ensuring timely resolution and enhancing accountability.

Customizable Pipelines will help you Revolutionize Your Business Operations.

Unlock the full potential of your operations with flexible, user-friendly pipelines that adapt to your needs. Boost productivity, ensure data security, and scale effortlessly, setting your business up for success and growth.

See All Features

Universal Inbox

Get all your Customer Communication in One Place.

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Contact management

Centralize and Enhance Your Customer Interactions

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Social Ads Integration

Connect and Optimize Your Ad Campaigns Seamlessly

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Streamline Appointment Bookings.

Effortlessly manage client appointments with Pronnel's integrated calendar system.

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Sales & Marketing Automation

Customer Journeys | Free your team's time by Automating your process

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Configurable Items

Customize tasks, contacts, leads, and more with Pronnel's versatile item configuration.

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Use Customizable Pipelines to

Adapt, Enhance, and Innovate Your Workflows

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Sales Pipleine

Use it minimally to allocate User based permissions at different stages of a workflow or add individual deadlines at different stages.

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Customer Service Desk

Start from an existing Pronnel solution and modify it by adding stages, deadlines, and user role based permissions

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Marketing Task Management

Build your own Custom Sales, Customer Service, Project Delivery or Content Calendar Workflow from scratch

FAQs: We have answers to your Questions

ANS: You can build as many pipelines as you want in Pronnel. There are no limits to the number of pipelines allowed

Dealing with customer complaints scattered across various channels can be overwhelming. But fear not, Pronnel has your back!

Imagine this: a customer fills out an inquiry form to voice their concern. Instead of manually creating a separate ticket and transferring it to the service desk, Pronnel's templates offer a seamless solution. With just a click of a button, you can effortlessly transfer the ticket along with all relevant details—case history, contact information, and comments—directly to the customer service team.

But wait, there's more! Whether you're managing multiple pipelines or specialized teams serving different product lines, Pronnel's automation capabilities ensure smooth lead transfers between them. And if that's not enough, unleash the power of Pronnel Chatbot to automatically segment leads, saving your team valuable time and effort.

Say goodbye to busywork and hello to productivity with Pronnel. Let's make your workflow smarter and your team happier.

We're all about making things easy for you here at Pronnel. While our platform is designed to be super user-friendly, we totally get that customizing pipelines might not be everyone's cup of tea.

But fear not! If you find yourself needing a helping hand, our awesome Customer Support Team is just a chat away. We're here to walk you through the process, answer any questions, and make sure you feel confident every step of the way.

And hey, if you'd rather sit back and let us take care of the customization for you, we're more than happy to do that too! Just let us know what you need, and we'll provide you with a friendly estimate of the time and investment involved.

At Pronnel, your satisfaction is our top priority. So whether you're diving into customization yourself or letting us handle it, rest assured, we've got your back and we're here to make your experience as smooth and enjoyable as possible!

Absolutely! Pronnel's "Restrictive View" feature is tailored just for that. Picture this: each sales team member has their own dedicated space where they can see only the leads assigned to them—no peeking into others' work. But here's the kicker: their senior, and even their senior's senior, can still have full visibility into all leads.

Now, let's talk benefits. In competitive sectors like real estate or personal finance, where commissions are on the line, this feature is a game-changer. Here's why:

Increased Focus: Team members can concentrate solely on their own leads without distractions, boosting productivity and closing rates.

Enhanced Collaboration: With seniors having access to all leads, they can provide valuable guidance and support to their team members, fostering a collaborative environment and ensuring no opportunity falls through the cracks.

So, wave goodbye to worries about lead visibility and hello to streamlined teamwork and increased success with Pronnel's "Restrictive View" feature. Let's elevate your sales game together!

With Pronnel, setting different reminders and deadlines at different stages is a breeze. Our user-friendly platform allows admins to customize reminders and deadlines with just a few clicks, tailoring them to match the specific needs of each stage in your process

Now, let's talk benefits. Picture this: in competitive markets where every lead counts, being able to respond promptly can make all the difference. By setting reminders and deadlines at different stages, you ensure that no lead gets left behind. For example, imagine a potential customer reaches out with a query. By responding promptly, you not only demonstrate excellent customer service but also increase your chances of closing the sale before your competitors even have a chance to respond.

So, whether it's following up on leads or meeting project milestones, Pronnel's customizable reminders and deadlines help you stay on top of your game. Ready to take control of your workflow? Head over to our tutorial section for step-by-step instructions on how to get started!

Absolutely! Pronnel comes equipped with comprehensive analytics and reporting tools that provide deep insights into your workflows' performance. Track metrics like completion times, success rates, and team productivity to continually refine and optimize your processes.

Definitely. Pronnel makes it easy to import data from your existing tools directly into your new workflows. Our platform supports various data formats, allowing you to migrate your information smoothly and without losing any critical data.

Yes, Pronnel is built to scale with your business. Our platform can handle high-volume workflows with ease, making it suitable for both small businesses and large enterprises. Whether you're processing hundreds or thousands of transactions, Pronnel ensures smooth and efficient workflow management.

What Our Clients Say

Happy Client Review Ross
Ross

Sales & Marketing Manager in United Arab Emirates

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A positive experience. Very feature rich. Very adaptable and configurable. You won't feel "nickle-and-dimed" from the product as pretty much everything is included.

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Happy Client Review Faisal
Faisal

Business Development Head in United Arab Emirates

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Love the user interface and the straightforward navigation. Tailoring the CRM was effortless, thanks to the amazing customization options.

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Happy Client Review Serah
Serah

Executive Assistant in India

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Ease of use and efficiency with which I could see which all tasks have been done and what is yet to do

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Pronnel's keeps you on track

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