Process Management
Standardize and Automate Your Entire Sales Process
Turn your best-practice sales process into repeatable, automated rules — blueprints, scoring, approvals, assignment and validation — so every rep follows the winning playbook, every time.
Enforce Your Winning Process, Automatically
Guided Blueprints
Automated Approvals
Smart Assignment
Clean, Valid Data
Everything in Process Management
All the tools to design, enforce and automate a consistent sales process.
Pricing
Simple CRM Pricing, All the Features You Need
Standard
For small teams getting started with CRM.
- Lead & contact management
- Deal pipelines
- Email integration
- Basic reports & dashboards
- Web forms
Professional
For growing sales teams that need automation.
- Everything in Standard
- Workflow automation
- Sales cadences
- Revenue forecasting
- Advanced analytics
- Multi-channel (SMS, WhatsApp, chat)
Enterprise
For large teams with advanced needs.
- Everything in Professional
- Advanced process management
- Multiple currencies
- Custom roles & permissions
- Dedicated success manager
- Priority support
Prices are billed annually. Need something custom? Talk to sales.
Consistent processes, better results
See why teams standardize their sales process with GetBiz CRM.
Real-time leave balances and reporting have enhanced our decision-making and workforce planning capabilities.
User-friendly interface and mobile access have increased employee engagement and self-service adoption rates.
Seamless integration with our existing HR systems has simplified leave management and reduced data entry.
Ready to standardize your sales process?
Blogs
Sales Process Mapping: How to Map Every Stage of Your Pipeline
Sales Process Optimization: A Step-by-Step Guide to Selling Faster
