CRM Tool Workflow

Streamline your Tool Workflow.

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

No credit card required.

Smart features for your business

We focus on helping you to make useful content more accessible with an utlimate goal for a good sharing profit as a content creator.

Share tools quickly and confidently in minutes

This powerful tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables. You can also customize your own dynamic versions.

Connect every part of your entire business

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

See all integrations

Maintain compliance and control your apps

Improve security and trust with built-in legally binding e-Signatures. Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes.

Prevent costly mistakes

Proposals

Share Tools in minutes with pre-built, customizable templates.

Quotes

Find out in real time when they’re opened, viewed and signed.

Contracts

Use our native CRM integrations to pull customer data into your Tools fast.

eSignatures

Keep your data secure with our legally-binding e-Signature software.

Discover all features

Simple, scalable pricing.

No extra charges. No hidden fees.

Essentials

For creating impressive tools that generate results.

$19 USD

Seat per month, 2 seats max

Start a free trialNo credit card required

Key features:

Real-time tracking and notifications

Real-time analytics

Drag and drop templates

Project Management

24/7 email and chat support

Popular

Business

For seamless integrations and sending tools in bulk.

$49 USD

Seat cost per month

Start a free trialNo credit card required

Everything in Essentials, plus:

CRM and Zapier integrations

Content reporting

Unlimited team workspaces

Approval workflows

Salesforce integration*

Enterprise

For large companies with complex Tool workflows.

Let’s talk

Per‑seat or per‑tool pricing

Contact salesRespond within 24 hrs max

Everything in Business, plus:

Unlimited files uploads

Real-time tracking and notifications

User performance

SSO support and custom user roles

Bulk send & Forms*

Prices exclude any applicable taxes.

Preguntas frecuentes.

¿Cuál es la duración total de la formación?
La formación completa tiene una duración de 25 horas, distribuidas en 6 módulos. Consulta el calendario para ver cuánto se extiende en el tiempo dependiendo del turno.
¿Se pueden mezclar los turnos de mañana/tarde?
No, la formación está pensada para ser seguida de forma lineal, por lo que los turnos tienen diferente ritmo. Si tienes una necesidad específica, puedes consultarlo para que podamos adaptar la formación a tus necesidades.
¿A quién está enfocada la formación?
La formación está enfocada a profesionales y agencias que quieren entrar en el ecosistema de Shopify® y desean ampliar sus posibilidades de negocio.
¿Las sesiones son grabadas o en directo?
La formación es 100% en directo, no hay sesiones grabadas. Es mejor para tí, ya que puedes resolver dudas o hacer preguntas en tiempo real.
¿Se pueden eliminar módulos de la formación?
La formación está pensada para recibirla en su totalidad, por lo que no se pueden eliminar módulos. Si tienes una necesidad específica, puedes consultarlo para que podamos adaptar la formación a tus necesidades.
¿Se ofrece soporte después de la formación?
La formación incluye 7 días de soporte (15 días para empresas), durante los cuales puedes resolver dudas o hacer preguntas con el instructor por el canal habilitado para ello.

Some clients feedbacks

“We’re looking for people who share our vision! most of our time used to be taken up by most of alternate administrative work whereas now we can focus on building out to help our employees.”

Mark Zellers

CEO, Co-Founder.

“This powerful tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes.”

Natalia Larsson

Director of Sales

“We are based in Europe and the latest Data Protection Regulation forces us to look for service suppliers that comply with this regulation and as we look to create our website and this builder just outstanding!”