Parsek Workflow (CRM) module allows you to manage all operational workflows, from lead to customer, from project to internal processes, with drag-and-drop Kanban boards. It aligns your team on a single visual plane with automation, email integration, and detailed sales pipeline reports.
Why Do You Need a Workflow / CRM Module?
Lead loss in the sales process, `taşeron` (subcontractor) coordination breakdowns, delays in the approval chain, and scattered email correspondence — all result from the work remaining invisible at some point. Achieving operational visibility with Excel and WhatsApp groups is impossible. Parsek Workflow makes the status of every lead, every contract proposal, and every internal task transparent.
Key Features
Unlimited Boards
Sales pipeline, `taşeron` management, internal approvals, project tracking — custom boards for each team.
Drag-and-Drop Kanban
Instant status update and automation triggering upon card movement.
Flexible Columns
Text, number, status, date, dropdown, person, file, formula columns — Monday/Trello style.
Automation Rules
"If status is X, email person Y, create subtask Z" — no-code rule editor.
Email Integration
Gmail/Outlook connection; replies to leads are automatically listed under the card.
AI Email Generator
First touch or follow-up email tailored for the lead in seconds with Gemini AI.
Lead Scoring
Automatic priority score based on industry, company size, and engagement level.
Pipeline Report
Loss/conversion rates in its funnel, average sales cycle duration, industry-based analysis.
Use Cases
Try this free for 14 days. No credit card required.
Try Now →Sales Pipeline
New Lead → Initial Meeting → Needs Analysis → Proposal → Contract → Closed (Won/Lost). Average duration and conversion rate reports for each stage are automatic.
`Taşeron` / Supplier Onboarding
Candidate `Taşeron` → Document Collection → Legal Approval → Contract → Active. Records with missing documents are automatically flagged.
Internal Task Management
Department tasks, procurement approvals, IT requests — who is doing what, at which step — transparent tracking.
Customer Visit Planning
Visit schedule, visit report, next step tracking for the field sales team.
Frequently Asked Questions
How many boards can I create?
It varies by plan; unlimited boards are supported starting from the Standard plan.
Does setting up automation require technical knowledge?
No. It's a no-code editor based on "If X, then Y" logic; non-technical users can set it up in minutes.
Can I migrate my data from Trello/Monday?
Yes, CSV/JSON export-import is supported; our team provides free assistance during migration.
Who does email integration work for?
Gmail (OAuth), Outlook (Microsoft Graph), and general IMAP/SMTP are supported.
How does authorization work?
Board-based: Viewer, Editor, Admin roles. Additionally, field-based hiding (e.g., only managers see the "Amount" column).
Transform Your Workflows into Science
Move from guesswork to data. Every lead, every task, every approval — measurable, traceable, optimizable.