Sales Pipeline Solutions
Keep every deal moving forward with automated touchpoints, real-time visibility, and smart coaching—no code required.
Sales CRM Template
Why you’ll love it: Transform Zapier Tables into a full-featured CRM with deal stages, automated reminders, and follow-up workflows—so no opportunity falls through the cracks.
Price: $700 setup / $140 monthly
Pipeline → Close: Find or Create Leads
Why you’ll love it: Turn every inbound request into a tracked lead in Close.io automatically—so your reps never miss an opportunity and can focus on selling, not data entry.
Price: $350 setup / $75 monthly
Daily Sales Report Template
Why you’ll love it: Deliver a polished snapshot of revenue, new deals, and average deal size to your inbox each morning—keep leadership and teams in perfect sync.
Price: $300 setup / $60 monthly
Pipeline → Ignition: Proposal Accepted → Ask
Why you’ll love it: When a client approves a proposal, automatically create the next task in your pipeline, keeping sales momentum and delighting customers.
Price: $350 setup / $80 monthly
Deal Capture Form
Why you’ll love it: Embed a sleek form that instantly logs new deal details into a reviewable board—clean data, zero manual entry, and faster pipeline hygiene.
Price: $400 setup / $80 monthly
Pipeline → Calendly: New Event → Ask
Why you’ll love it: Every booked meeting becomes a “to-do” in your pipeline—no more dropped demos or forgotten follow-ups.
Price: $300 setup / $70 monthly
Call Coach: AI-Powered Sales & Success Coaching
Why you’ll love it: Analyze sales calls, highlight improvement areas, and auto-notify managers for targeted coaching—accelerate ramp time and boost close rates.
Price: $500 setup / $120 monthly
Build Your Own Simple CRM
Why you’ll love it: Get a lightweight CRM tailored to your process—capture contacts, track opportunities, and trigger essential automations without paying for bloat.
Price: $450 setup / $90 monthly
Pipeline → HubSpot: Deal Stage Change → Ask
Why you’ll love it: Sync your Pipeline “asks” with HubSpot stages bi-directionally—ensuring both systems reflect the latest status and your team stays aligned.
Price: $350 setup / $80 monthly
Pipeline → DocuSign: Completed Envelope → Ask
Why you’ll love it: As soon as a contract is signed, trigger the next step in your ops workflow—onboarding, billing, or fulfillment—with no manual handoff.
Price: $300 setup / $70 monthly
Contact us.
Kevin.Frederick@dentriflow.com
(352)-434-8727