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.
How Process Management Works, Step by Step
Turn your winning sales process into automated, enforced rules from first stage to close.
Key Highlights of Process Management
Guide every rep with blueprints.
Design a step-by-step process that guides reps through every stage so the winning playbook runs every time.
Focus on the best leads.
Rank leads by intent and fit so reps always work the highest-value opportunities first.
Approve deals in seconds.
Automate multi-level approvals for discounts and deals so nothing waits in an inbox.
Benefits of Process Management
Enforce Your Winning Process, Automatically
1 One winning playbook
2 Guided selling
3 Faster approvals
4 Right owner, always
5 Clean data
6 Built-in QA
7 Focus on best leads
8 Consistent results
Everything in Process Management
All the tools to design, enforce and automate a consistent sales process.
Sales Blueprint
Lead Scoring
Approval Process
Assignment Rule
Review Process
Validation Rule
Multi-page Layout
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
