Modules To Improve Your Workflow,

Productivity &

Revenue.

Sales, Onboarding & Contract Management

  • Manage sales and sales pipeline
  • Send & Receive Customized Proposals in minutes
  • Automate 95% of onboarding process

Customer Support & Document Management

  • Customers know where they are at each step of their customer success journey
  • Automated communication with customers each step of their journey
  • Auto-checklist for customers to know what they have done and open items they have not yet completed

Customer Billing & Payments

  • Auto-setup customer billing
  • Auto-setup customer payments
  • Auto receive customer payments

Testimonials

Working with Partner Inflowence has tripled our revenue without adding any new staff or working more hours. What else can I say!

—Ben T, CEO

Andie Monet is a magic making superstar! I’m really surprised with her exceptional abilities to understand my business and make highly-insightful recommendations.

—Huang C, CEO

Before working with Partner Inflowence, we spent thousands per month on several platforms. Now I only need one. It saves me money. And it has also saved us over 50% of administrative tasks.

—Kim H, Founder

Work Process

Step 1

Book an Intro Pre-Discovery Call.

Step 2

Schedule a demo that focuses are your individual business needs.

Step 3

Schedule an appointment to setup your FREE 30-day Trial.

Schedule A Demo Today!

Want Strategic Growth? While Working LESS?

Increased Productivity. Streamlined Workflow. More Revenue With Less Work!

Why do extra work when you could be growing your business? Through our tested & scientifically designed process, we’ll help you find clarity in what you need and maximize your efforts from beginning to end.

01

Sales & Pipeline Management

You can't grow if you have no sales or no sales pipeline management. See what's coming, probability of success, estimated revenue, bottlenecks in process, sales metrics, and "all things sales".

02

CRM Platform

A CRM platform is nothing new. But what is new, is that our CRM platform is includes all other functions that your business needs to grow and thrive. ALL in ONE PLACE.

03

Customer Onboarding

Each step of the customer onboarding is automated from documentation, to billing, to payment setup, to scheduling calendar meetings, to sending documents to you. When your customer knows exactly what to do, when to do it, and is not confused, they respond faster, are happier with your service, and pay faster.

04

Custom Proposals & Document Management

Send out custom proposals within a few minutes while you are on a sales call. They can digitally sign while you wait, setup payment, and receive and pay for your first billing all before you get off the call.

05

Customer Relations Management

Know where any customer is on their customer success journey. Know what to be ready for, when to communicate with them, and what step they are on in their individualized and sometimes customized process.

06

Workflow Optimization

Eliminate most administrative tasks. Increase productivity. Which leads to increased revenue!

07

Revenue Forecasting

Click a button to see your revenue forecast for the next 12 months. No need to wait.

08

Auto-Notification for Inter-departmental Communication

Your employees do not need to spend time asking where things are, what's going on with a customer, what the statuses are. All relevant people are auto-notified at every step of the customer success journey.

09

Customer Dashboard & Auto-Checklist Creation

You can save alot of time by offering your clients a dashboard that provides status, receipts, billing information, and checklists of what they have and haven't yet done, completed or sent to you. And yes, they automatically get reminders as well!

10

Auto-Payment & Billing Setup

Jus think, you don't need anyone to setup billing, send billing, receive payments, or remind customers who haven't paid. It's all done automatically.

11

Integration with over 6,000 Apps & Systems

Yes it's true! This platform is self-sufficient for all areas of business. However, if you're tied to other platforms for whatever reason, this platform will integrate seamlessly with them.

12

Holistic Business Optimization & Growth Training

Get access to training modules and discounted mentorship programs that will help you grow your business in ways that create explosive growth without the danger of collapse or unknowing pitfalls.

13

Reporting, Status Reports & Dashboards

Easy-to-use dashboards at your disposal, so you can see at-a-glance data without trying to figure out where to go when you need something.

14

Business Intelligence

AI will analyze millions of pieces of data so you don't have to. Receive auto-notifications on market segmentation such as industry, size, geography that will help you market more strategically.