Use cases
Sales workflows for businesses that close through conversation
WokFow fits businesses where a customer conversation needs context, a next step and a responsible team member before it becomes a sale.
Which sales motions fit WokFow?
WokFow fits businesses where a conversation helps qualify, quote, book or close a customer. The first solution focuses on online sellers, while the same workflow model can support consultations, high-consideration sales and B2B enquiries.
Online products and chat-to-order
The workflow can capture product questions, price, stock, delivery and payment intent before routing a customer to the right next step. This is useful when a business receives demand from ads, social posts and multiple chat channels.
Appointments and consultations
A consultation workflow can collect a customer goal, timing and basic requirements before booking or handing the conversation to an advisor. The team can see whether a customer is waiting for information, a slot or a human response.
High-consideration and B2B sales
Property, automotive, advisory, wholesale and distribution conversations often need several touches. Keeping budget, needs, quantity, territory, objection and owner together helps the team continue the conversation after a handoff.
Start with one valuable workflow
The first implementation does not need a page or automation for every industry. Start with the motion that is frequent, valuable or easiest to lose, then use real demand and customer evidence to decide what to expand.
Frequently asked questions
Is WokFow only for retail?
No. It fits businesses where conversation helps qualify, book, quote or close a customer.
Can different sales motions have different stages?
Yes. Stages, knowledge, owners and follow-up rules can be configured around the business process.