Simplify your sales operations with automation
Sales ops teams manage the critical path from lead to close to reporting, working across systems and teams to ensure deals are closed, tracked, and communicated. Automate along that journey so your ops team can help close the deals and build repeatable processes to scale success.
Manage opportunities
Collect prospect info on any device without the hassle of spreadsheets. Set up alerts and follow-ups easily, and automatically send out documents to make the most of your CRM.
Instant sales proposals
Create custom-branded sales proposals in seconds and speed reviews, signatures, and approvals. Track changes for a secure audit trail and to understand how well your process is working.
Simplify contract management
Use CRM integration with your existing data to automatically create contracts, securely store and share them for stakeholder review, and zoom through approvals with built-in e-signature tools.
Visualize progress against goals
Every sales team lives and breathes targets. Use powerful no-code app dev to present customized datasets back to sales teams, allowing them to visualize progress, gaps, and next steps all in one dashboard.
Create contacts in minutes
Help your team speed up the sales process with DocGen®. Automatically create documents pre-filled with the right data every time and give your clients a great experience. Reduce unnecessary admin tasks and simplify your workflows.
Increase customer satisfaction
Onboard customers with ease using digital forms that collect and share the right info in just minutes. Offer a smooth, compliant process that gives every client a great experience.
Contract management made easy
Create data-driven contracts in next to no time and send them off for review, redlining, approval, and e-signature – all in one aligned process.
See why customers trust Nintex for automation
“We now have in place a tool for effective process management that supports our staff on a daily basis. ACC process owners can easily and quickly map and update processes, which supports continuous improvement. The process excellence efforts are helping us with our employee experiences and provide employees better visibility into the processes they do, which helps us continually improve the services we provide to our clients.”
“Our development pace is warp speed—easily 10 times faster than before.”
“Issuing a contract went from 3-4 weeks to as little as 30 minutes. Our users now have an intuitive task-based system, both internally and externally. One researcher even called it the easiest research system they now use.”
