Workflows
CRM & sales, your way
Build a CRM that fits how your team actually sells. Manage contacts, track deals, and close faster with custom workflows.
Build surface
A workflow shaped like the business
Each page combines the core records, automations, and reporting loops this team needs to operate without patchwork tools.
Contact Management
Organize contacts, companies, and communication history in one unified view.
Deal Pipeline
Track deals through custom stages with drag-and-drop pipeline management.
Activity Tracking
Log calls, emails, meetings, and notes automatically tied to every contact and deal.
Sales Reporting
Forecast revenue, measure rep performance, and identify trends with real-time dashboards.
Outcomes
The messy parts become a map
Path turns the everyday exceptions, handoffs, and follow-ups into visible operating rules your team can trust.
Custom deal stages and pipelines
Automated follow-up reminders
Email and calendar integration
Territory and lead assignment rules
Revenue forecasting and reporting
Team leaderboards and activity metrics
Implementation rhythm
Start focused, then extend without rebuilding
Launch the first useful workflow quickly, learn from real operators, and keep adding modules as the team standardizes on Path.
Model the records
Define the objects, roles, and statuses that make crm & sales work.
Ship the workflow
Put a focused app in front of users and tune the handoffs around real behavior.
Automate the exceptions
Add reporting, alerts, approvals, and integrations once the path is clear.
More workflows
What else runs on Path
Connected systems