Runwork for Sales Teams

Build pipeline tools, quote systems, and dashboards that help you close faster

Sales teams need tools that accelerate deals, not slow them down. Runwork helps you build custom applications for pipeline management, quoting, and performance tracking. Connected to your CRM and other tools.

The Challenge

CRM doesn't fit your exact sales process
Manual quote generation and approval workflows
Difficulty getting real-time pipeline visibility
Commission calculations done in spreadsheets
Too much time on data entry, not enough selling

The Runwork Solution

Custom pipeline views tailored to your process
Automated quote generation with approval routing
Real-time dashboards with deal stage analytics
Automated commission calculations with audit trails
Data sync that eliminates double-entry

What You Can Build

Deal Room

Collaborative space for each deal with documents, stakeholders, and activity timeline.

Quote Builder

Configure products, generate quotes, get approvals, and sync to CRM automatically.

Pipeline Dashboard

Real-time pipeline visualization with forecasting and deal health indicators.

Commission Calculator

Track sales, calculate commissions based on custom rules, and generate payout reports.

Territory Planner

Manage account assignments, track coverage, and balance territories.

Win/Loss Analyzer

Collect deal feedback, analyze patterns, and identify improvement opportunities.

Key Features for This Use Case

Apps Data Integrations Workflows Automations APIs

A Day in the Life

8:30 AM — Pipeline check. Before the team standup, you open your pipeline dashboard. It shows yesterday's activity: 3 deals moved to negotiation, 1 closed won (celebration emoji already in Slack from the automation), and 2 went cold. The dashboard calculated this from your CRM data overnight—no one had to compile the numbers.

10:00 AM — Quote request. A prospect wants a custom quote with volume pricing and extended payment terms. You open your quote builder, select the products, apply the volume discount rules you configured last month, and the approval workflow routes it to your manager. She approves on her phone. The prospect has a professional quote PDF in their inbox before you finish your coffee.

1:00 PM — Win/loss analysis. Your VP wants to understand why you're losing deals in the enterprise segment. You ask the Work Assistant: "Show me lost deals over $50K in Q4 with loss reasons and competitor mentions." A report appears instantly, pulling data your CRM never organized this clearly.

3:00 PM — Commission dispute. A rep thinks their commission calculation is wrong. You open the commission tracker, which shows every deal, the applied commission rules, and the math. Full audit trail. Dispute resolved in 5 minutes instead of a week of back-and-forth with finance.

4:30 PM — Territory rebalance. Your newest rep needs accounts. You open the territory planner, filter by segment and geography, and drag accounts to redistribute. The automation updates the CRM ownership, notifies the affected reps, and logs the change for audit. Done before the end of day.

Frequently Asked Questions

How does Runwork help sales teams work faster?

Runwork lets you build custom sales tools that match your exact process—not a generic CRM's assumptions. Quote generation that follows your pricing rules. Pipeline views organized your way. Commission calculations with your specific formula. All connected to your existing CRM and updated in real-time.

Can Runwork integrate with our existing CRM?

Yes. Runwork integrates with Salesforce, HubSpot, Pipedrive, and other CRMs. Your custom tools read and write CRM data, eliminating double-entry. Automations sync data in both directions. Build better interfaces on top of your CRM without replacing it.

How do approval workflows work for quotes and deals?

Create custom approval workflows based on your rules: deal size, discount percentage, contract terms, anything relevant. Route approvals to the right managers automatically. Approvers can act from email or mobile. Full audit trail of who approved what, when.

Can we track commissions and payouts in Runwork?

Yes. Build commission calculators with your specific rules—base rate, accelerators, caps, splits. The system applies rules to closed deals automatically and generates payout reports. Every calculation is auditable, eliminating disputes and spreadsheet errors.

Related Use Cases

Marketing Teams Operations Teams SaaS Dashboards

Ready to build?

Start a 14-day free trial. No credit card required.

Start Free Trial Explore More Use Cases