Traction

Traction

Work OS

10-40 employees

Core Sales

Built for small and medium businesses, this ready-to-deploy package puts your entire Sales function on auto-pilot, with best-practice deal management and CRM hygiene automations.

What's Included:

Transform your sales operations from chaotic to crystal-clear with our comprehensive Sales Operating System. Designed to keep your CRM pristine and your pipeline moving.


🏆 Sales Pipeline Management

  • Deal tracking from lead to close

  • Automated pipeline stage progression

  • Intelligent lead scoring

  • Sales forecasting

  • Opportunity health tracking


📄 Ready-to-Use Templates

  • Sales call scripts

  • Meeting follow-up templates

  • Proposal frameworks

  • Contract templates

  • Customer qualification checklists

  • Deal review documents


⚡ Smart Automations

  • Lead qualification routing

  • Follow-up reminders

  • Meeting scheduling

  • Proposal deadline tracking

  • Sales activity logging

  • Deal stage transition alerts


📅 Built-in Scheduling

  • Weekly pipeline reviews

  • Quarterly sales strategy sessions

  • Sales coaching meetings

  • Customer touchpoint tracking

  • Performance evaluation


🔄 Workflows That Work

  • Lead capture and routing

  • Opportunity qualification

  • Proposal creation and approval

  • Contract negotiation

  • Customer onboarding

  • Account management


📊 Complete Visibility

  • Real-time sales dashboards

  • Conversion rate analysis

  • Sales velocity metrics

  • Individual and team performance tracking

  • Win/loss ratio insights


🤝 Collaboration Tools

  • Internal deal collaboration

  • Communication tracking

  • Stakeholder updates

  • Cross-team handoff management


🎓 Sales Enablement

  • Sales methodology frameworks

  • Best practice playbooks

  • Training and coaching resources

  • Performance improvement guides


Turn your sales team into a predictable revenue generation machine. Install Core Sales OS and transform how you track, manage, and close deals.

Tags

Work OS

Work OS

15-100 Employees

15-100 Employees

Sales

Sales

Deals

Deals

CRM

CRM

What's Included

Automated Workflows

18

Process & Procedures

12

Dashboards

4

Recurring Schedules

6

Automated Rules

15

Fields & Formulas

8

Templates

20

Installs

The following packages will also be installed.

Tasks

Work Model

Meetings

Work Model

Deals

Work Model

Contacts & Companies

Work Model

Notes

Work Model

Workflow

Work Model

About this creator

Traction Pty. Ltd.

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Traction is the first real Team Operations Platform that makes running a business end-to-end a breeze.

©️ 2025 Traction Platforms Pty Ltd

Traction is the first real Team Operations Platform that makes running a business end-to-end a breeze.

©️ 2025 Traction Platforms Pty Ltd