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Pragma Sales Workflow at a Glance

This page shows you as a sales representative what happens in the background β€” and where you take action yourself. No technical knowledge required.

The complete sales flow​

What does this mean for your daily work?​

1. Leads come in automatically​

You don't need to manually copy anything from WeCom, email, or WhatsApp. Pragma captures new contacts automatically as soon as they write.

2. AI scores every lead for you​

Every lead gets a score from 0–100. The higher, the hotter. Pragma also suggests directly what to do next β€” e.g. "Send follow-up" or "Request appointment".

3. All conversations in the inbox​

Whether WeCom, email, or WhatsApp β€” you see everything in one place. No tab-switching between different apps.

4. Follow-up sequences run automatically​

You set up a sequence once (e.g. "Day 0 β€” greeting, Day 3 β€” product info, Day 7 β€” appointment request"). Pragma sends the messages automatically. When the lead replies, the sequence stops β€” so they never receive an out-of-context message.

5. Pipeline: where does each deal stand?​

In the pipeline you see all deals at a glance via drag & drop. Simply move a lead to the next stage.

StageMeaning
NewLead received, no contact yet
QualifiedYou've checked: is this lead a fit?
ProposalProposal sent to the customer
Won / LostDeal closed

6. Revenue forecasting: what can we expect this quarter?​

Pragma automatically calculates how much revenue can realistically be expected from the current pipeline β€” weighted by deal stage. You see immediately whether the month looks good.

7. CRM sync in the background​

Everything lands automatically in HubSpot, Pipedrive, or Salesforce. No double data entry.

What do you need to do yourself?​

ActionYouAutomatic
Capture leadβœ—βœ“ Pragma
Read AI score & actβœ“ Youβ€”
Have conversationβœ“ Youβ€”
Start follow-up sequenceβœ“ You (once)βœ“ Pragma after
Update deal stageβœ“ Youβ€”
CRM syncβœ—βœ“ Pragma

Further guides​