With Salestrekker your will have a default workflows for your leads and current deals, which are fully customisable. You are also able to add new workflows to your business.

Under settings you will have the ability to customise the stages and the automations such as emails, documents, statuses, tasks and other triggers that will assist you having the correct actions done on each stage. Salestrekker also has unlimited number of workflows that can be created to manage your leads, your home loans, personal loans, commercial loans, post settlement and other business workflows.

The visual aspects of your workflow can also be customised, in settings you will have the ability to choose what you want your cards to display. Information that might be relevant to your business such as finance dates, lenders, loan type, among other options will be available to be displayed on your deal boards.