CRM Intelligence
A multi-channel CRM layer built for visibility, control, and real-time engagement across the full sales cycle.
Essential CRM Features
⚙️ Pipeline Automation
Visual drag-and-drop pipelines designed for sales, partnerships, or recruiting workflows.
- Custom stages per pipeline type (Sales, BD, Recruiting)
- Trigger sequences, tasks, or status updates on stage movement
- Built for teams using automated pipeline CRM systems
🔁 Unified Contact Timeline
Centralized activity view showing all touchpoints across email, LinkedIn, WhatsApp, calls, and offline channels.
- Chronological thread of messages, meetings, tasks, and replies
- Cross-channel communication history tied to leads and accounts
- Improves visibility into relationship context and buyer journey
🏷️ Lead & Account Management
Structured database to manage leads and companies at scale.
- Filter and organize by deal, status, rep, or custom fields
- Full account-level visibility, including linked contacts and activities
- Supports B2B CRM workflows across teams and functions
📊 Engagement Insights & Tasks
Track real-time buyer intent and trigger contextual follow-ups.
- Live feed of email opens, clicks, replies, and activity
- Intent-driven lead scoring for high-signal prioritization
- Smart task engine tied to contact behavior and outcomes
How Teams Use Pegaflow for CRM Intelligence
Manage Sales Cycles with Visibility
Use case: A mid-market SDR team tracks multi-touch conversations across LinkedIn and email.
How it works: Using Unified Contact Timeline, reps get a single view of all interactions per lead—across channels—enabling faster, informed handoffs to closers.
Scale Outreach with Automation
Use case: A growth-stage SaaS startup runs outbound at scale across multiple verticals.
How it works: Custom pipelines and automated triggers launch outreach sequences, assign reps, and update stages as deals move forward—without manual work.
Centralize Partner Communications
Use case: A BD team manages dozens of partner discussions simultaneously.
How it works: Lead & Account Management allows tagging partners by deal tier, owner, and last touch, giving full visibility across the team.
Prioritize Warm Leads Faster
Use case: A lead gen agency needs to surface high-intent prospects from bulk campaigns.
How it works: Engagement Insights highlight opens, replies, and clicks in real time. Smart tasks prompt follow-ups based on behavior.
Explore CRM Intelligence in Action
See how Pegaflow brings structure and clarity to every interaction. Built for sales speed and scale..
Frequenlty asked questions
-
What makes Pegaflow different from other B2B CRM tools?
Pegaflow is designed for multi-channel outreach and real-time engagement tracking—built natively for SDRs, closers, and agencies running fast-paced, high-volume pipelines.
-
Can Pegaflow integrate LinkedIn, WhatsApp, and email interactions?
Yes. Pegaflow supports unified timelines combining LinkedIn, WhatsApp, and email history into one chronological view per lead or account.
-
Is Pegaflow suitable for non-sales use cases like recruiting or partnerships?
Yes. The pipeline engine supports custom workflows, making it ideal for partner management, recruiting, or other relationship-driven use cases.
-
Does Pegaflow offer lead scoring or engagement tracking?
Pegaflow includes real-time activity tracking and an intent-based lead scoring model that helps teams prioritize contacts based on live interactions.
-
Can tasks and reminders be tied to specific actions?
Yes. Smart tasks can be configured to trigger based on events like reply received, stage change, or contact inactivity.
-
How flexible is Pegaflow’s data model for custom fields?
Users can add custom lead and account fields (e.g., role, source, ARR) to structure data in a way that fits their sales process.