Solutions · Sales

Intake and partner flows that match how work runs

Sales and partnerships teams need portals and forms that trigger real back-office work—not one-off landing pages that drift from CRM reality. WebApps on Tealfabric share the same tenant as Process Automation and integrations.

Solutions by team · Platform overview

Your workbench

What Sales sees inside Tealfabric.

Not another dashboard beside email and spreadsheets—a governed ops surface where queues, Monitor, processes, integrations, and policy-bound agents share one audit trail. This cycle shows a typical day for your team.

  • Alerts and todos land in one tenant—not scattered inboxes.
  • Judgment calls pause for approval before anything executes.
  • Every step leaves Monitor history your team can replay.

Sales ops view

Partner intake → async workflow → visible status

01 WebApp02 Async03 CRM04 Status05 Audit

partners.acme.com/intake · branded WebApp

Partner application received

queued

partner: CloudResell GmbH · tier: silver

submitted by: partner portal · async handoff

Simulated view — partner submissions trigger real back-office work, not a drifting landing page.

Problems

What Sales teams feel every week.

pain 01
Portals disconnected from ops reality

Pain 01

Portals disconnected from ops reality

Customer-facing forms and landing pages are built separately from how ops actually processes, routes, and fulfills requests.

pain 02
Partner onboarding stuck in email

Pain 02

Partner onboarding stuck in email

Partners submit documents and data over email—with no shared status for sales, ops, or the partner on where things stand.

pain 03
Handoffs without audit trails

Pain 03

Handoffs without audit trails

Async updates to CRM and ticketing happen outside governed processes—so nobody can reconstruct what ran or who approved it.

pain 04
Sales tools beside production workflows

Pain 04

Sales tools beside production workflows

Marketing automation and sales tooling sit apart from the runtime where ops work actually executes—creating drift and re-work.

Outcomes

What Tealfabric delivers for Sales.

outcome 01
WebApps on the same tenant

Outcome 01

WebApps on the same tenant

Public intake and partner endpoints trigger async ProcessFlow on your brand—versioned releases, custom domains, execution logs.

outcome 02
Intake tied to CRM and Datapools

Outcome 02

Intake tied to CRM and Datapools

Every submission updates operational records and downstream integrations—with Monitor history sales and ops can both inspect.

outcome 03
Status without a custom portal stack

Outcome 03

Status without a custom portal stack

Sales-visible progress from governed workflows—not a separate portal project that drifts from how work really runs.

WebAppsProcess AutomationIntegrations

Platform depth

Capabilities this team leads with

Dive into the platform areas that map to these outcomes—integrations, processes, data, agents, and governance on one tenant.

Reference workflow

Customer & vendor intake

Demo-aligned pattern on the governed operations runtime—see how Sales teams run this workflow with Process Automation, integrations, and policy-bound agents.

See Sales workflows on your tenant.

Walk through webapps, process automation, integrations—and how your team would run them with policy, audit, and human approval.

Reference workflows · Compare approaches · Platform overview