Multi Broker
Featured Solution

Sales Tools

A complete sales toolkit for broker teams — visual pipelines, collaborative deal rooms, structured playbooks, and performance analytics that close more deals.

Key Benefits

Automations, integrations, and analytics built for sales teams.

Conversion-focused automation

Automate repetitive sales tasks to speed up deal cycles.

Seamless integrations

Connect your sales stack effortlessly with prebuilt integrations.

Pipeline visibility

Track every opportunity with clear, real-time insights.

Conversion Lift

Integrations

Support Window

Visibility

Overview

Tools designed to accelerate sales

Boost your sales performance with tools that simplify outreach, automate workflows, and reveal clear insights.

Lead (3)Acme Corp$24kJDGlobex$12kJSInitech$8kDemo (1)Soylent$85kASProposal (2)Massive Dynamic$140kHooli$45kWon (1)Umbrella$250k

How It Works

How Sales Tools Works

See the key steps that guide your day‑to‑day operations.

Automate

Set up automations that handle repetitive outreach and follow-ups.

Integrate

Connect your tools for smooth data flow across your sales process.

Optimize

Monitor performance and refine workflows with actionable analytics.

Deliverables

What You Get

Everything included with your Sales Tools implementation.

Automation blueprints

Ready-to-use workflows tailored for high-performing sales teams.

CRM Integrations

Connect your sales workflows with leading CRM platforms.

Performance Insights

Track sales effectiveness with automated analytics.

PIPELINE

Visual Deal Pipeline and Lead Management

Give sales teams a visual Kanban pipeline to manage every lead from first contact to funded account, with drag-and-drop stage management and automated follow-up triggers.

  • Kanban Deal Board
  • Intelligent Lead Routing
  • Sales Forecast and Target Tracking
  • Automatic Follow-Up Task Creation
  • Hot Lead Prioritisation Scoring
  • Performance Dashboards
Massive Dynamic · $140,000Deal Room · 3 participants · Last activity 5m agoIn NegotiationDOCUMENTSProposal v2.pdfSigned · 2.1MBNDA_signed.pdfDone · 0.8MBContract DraftPending reviewUploadACTIVITYProposal sentToday, 9:15 AMCall with CEOYesterday, 3:00 PMNDA SignedMay 1, 11:20 AMRoom CreatedApr 28, 10:00 AMAdd a note…Post NotePARTICIPANTSASAlice SmithAccount MgrMDM. DavisClient · CEOJKJ. KimLegalInvite GuestDeal Value$140k↑ Close Likely
PLAYBOOKS

Sales Playbooks and Script Management

Equip agents with proven call scripts, objection handlers, and deal-stage playbooks embedded directly in the CRM — reducing ramp time and improving conversion consistency.

  • Stage-Specific Sales Scripts
  • Objection Handler Library
  • Deal Checklist Enforcement
  • Email Template Library
  • Playbook Performance Analytics
  • 24/7 Support Integration
PLAYBOOKSNew Lead - Forex7 steps · 14d journeyFirst Deposit Push5 steps · 7d journeyVIP Upgrade Path9 steps · 30d journeyProp Firm Trial6 steps · 10d journeyNew PlaybookNEW LEAD - FOREX · Step 3 of 7Step 1 · Intro EmailSent · Opened ✓Step 2 · Platform DemoCompleted ✓3Qualification CallScript: Forex New Lead v3"Hi {name}, I saw you signedup for our forex platform…"View Script4Step 4 · Deposit OfferScheduled after call5Step 5 · Follow-up SMS+3 more steps

Ready to transform your operations?

Start building smarter workflows today with our tailored solutions.

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