Help Us Build
Your Perfect CRM
Take 2 minutes to share your sales challenges. Your insights shape the future of WinFlow.
What Describes You Best?
Help us understand your sales journey
Ambitious Elite
Experienced High Performer
5-15 years experience, top 20% producer, building your customer empire
- Protect customer assets
- Scale winning strategies
- Maximize deal value
Systematic Newcomer
Rising Star
1-5 years experience, eager to grow, seeking structure and guidance
- Build good habits
- Never miss follow-ups
- Learn best practices
What's Your Industry?
We'll customize AI insights with industry-specific data
Real Estate
Property sales, leasing, property management
Banking & Finance
Loans, wealth management, corporate banking
Insurance
Life, health, property, commercial insurance
Tech / SaaS
Software, IT services, cloud solutions
Other Industry
Healthcare, manufacturing, consulting, etc.
Your Sales Process
Help us understand how you work
Which sales stages do you handle? (Select all)
Prospecting
Finding and researching leads
Qualifying
Evaluating fit and potential
Presenting
Demos and proposals
Negotiating
Terms and pricing discussions
Closing
Final agreements and onboarding
Where do you waste the most time?
Administrative tasks
Data entry, scheduling, documentation
Manual research
Looking up prospects, companies, contacts
Follow-up tracking
Remembering who to contact and when
Creating proposals
Writing quotes, proposals, presentations
Meeting notes
Capturing and organizing meeting outcomes
CRM updates
Keeping records up to date
What tools are you currently using? (Optional)
What Should AI Handle?
AI does the work. You make the decisions.
What do you want AI to handle for you? (Select all)
Analysis & Insights
AI analyzes deals, identifies patterns, suggests next steps
Document Writing
AI drafts emails, proposals, meeting summaries
Smart Reminders
AI reminds you when and how to follow up
Recommendations
AI suggests actions based on deal progress
Industry Data Lookup
AI pulls relevant market data for your pitches
Any concerns about AI? (Optional)
What's Most Valuable to You?
Help us prioritize what matters most
Which feature would save you the most time?
AI Deal Analysis
AI analyzes your deals and suggests next steps
Save 5+ hours/weekAuto Documentation
AI writes meeting notes, emails, and proposals
Save 3+ hours/weekSmart Follow-ups
Never miss a follow-up, AI reminds you at the right time
Close 20% more dealsIndustry Data
Real-time industry data to strengthen your pitch
Win bigger dealsRelationship Mapping
AI finds paths to decision makers
Reach the right peopleAlmost Done!
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Thank You!
Your insights are invaluable. You're helping shape the future of sales productivity tools.
Check Your Inbox
We'll send you exclusive early access when WinFlow launches
Coming Soon
Beta launch in Q2 2026. Be among the first 100 users
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