An optimal experience for
sellers and buyers.

Consolidate the sales process workflow in one simple platform and invite your buyer to collaborate with you on a path to purchase.

Consolidate your sales process workflow in one simple platform.

The buying and selling process is fragmented and scattered over email, conference calls, CRMs, note taking tools and PDFs. Bring all of your capabilities and sales workflow into one environment for easy management.


Simplify the buying journey.
Win on experience.

Your customers are not trained professional buyers. They're evaluating your solution in addition to their day-to-day tasks. Invite them to collaborate in a sales process, provide access to sales collateral, and collect engagement data to inform opportunity health.


All of your sales steps centralized
for easy management.

Using our innovative platform, you can consolidate disparate tools used to manage the sales cycle into a simple and centralized work stream.


Structure your discovery, take notes and invite the buyer to collobrate and confirm.

Mutual Action Plan (MAP)

Hold prospects accountable to next steps, eliminate confusion, and stay in control of your deals

Value Summary

Create buy-in by importing key findings from the discovery phase to the value summary phase.


Invite parties to a live demo, upload a pre-recorded demo, or sync your live demo recording, storing it for review.


Carry forward elements from earlier in the sales process into the proposal for delivery and final signatures.

The most useful platform
ever created for

Sales teams using ProcessLogic will experience an easy and efficient way of managing the sales process and collaborating with buyers- from the first discovery call to the final proposal & review.

Defined Sales Process

Engagement Analytics

Optimal Buyer Experience

Productivity & Communication Tools


Request a demo.

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Frequently asked questions.

Let us help answer the most common questions you might have.


Can I use ProcessLogic as an individual Account Executive?

Yes. ProcessLogic is an easy-to-use, stand alone solution. You can immediately begin using it to manage your opportunities better.


Can I use ProcessLogic as an independent consultant?

Absolutely. Sign-up for a single license and get a leg-up in your consultancy engagements by enhancing your clients' experience.


I'm a sales manager, how can ProcessLogic help my team?

Drive your teams performance by assessing the quality of each deal. Spend your one-on-one's analyzing and strategizing on how to bring deals to close. Gain complete visibility into your teams' performance.


Does it integrate with our CRM?

Although ProcessLogic can be effectively used as a stand-alone solution, you can easily integrate it with your CRM to pull opportunities directly. We are working on providing integrations for all mainstream CRMs