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The Pragma Sales Workflow at a Glance — for the whole team

· 2 min read

New colleague joining the sales team — or you just want to see how everything fits together? This article explains the complete Pragma sales workflow in one diagram.

How leads flow through Pragma​

What happens automatically — what do you do yourself?​

The diagram looks complex, but for you as a sales rep it's straightforward:

Pragma handles automatically:

  • Capture leads from WeCom, email, WhatsApp & LinkedIn
  • Calculate AI score and suggest next action
  • Send follow-up messages (and stop when the lead replies)
  • Sync everything with HubSpot, Pipedrive, or Salesforce

You focus on:

  • Having conversations in the inbox
  • Moving deals through the pipeline
  • Setting up sequences once
  • Reading revenue forecasting for your quarter

The key features in brief​

Conversation inbox​

All channels in one place. No more tab-switching between WeCom, email, and WhatsApp.

Follow-up sequences​

You write the messages once, Pragma sends them automatically at the right time — and pauses immediately when the lead replies.

Revenue forecasting​

Pragma calculates from your current pipeline how much revenue can realistically be expected this quarter. Weighted by deal stage, without manual spreadsheets.

Find the full guide with step-by-step explanations in the workflow overview in the Help Center.