Taxflow Partners Internal tools

Internal tools

Everything the team runs on, in one place.

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Sales CRM

What needs chasing today — meetings to close out, deals gone cold, and prospect replies waiting on us.

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Meetings to close out
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Deals gone cold
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Awaiting reply
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Sales Dashboard

The funnel from first reply to signed proposal — where deals stall, the new revenue won, and the monthly review.

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New revenue this month
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Open pipeline
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Response Tracker

How long clients and prospects wait for a reply, measured against the SLA, with the queue of what is still open.

Signed in with your Taxflow Partners Microsoft account.