CRM Tool Workflow

Streamline your Tool Workflow.

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

No credit card required.

Smart features for your business

We focus on helping you to make useful content more accessible with an utlimate goal for a good sharing profit as a content creator.

Share tools quickly and confidently in minutes

This powerful tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables. You can also customize your own dynamic versions.

Connect every part of your entire business

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

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Maintain compliance and control your apps

Improve security and trust with built-in legally binding e-Signatures. Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes.

Prevent costly mistakes

Proposals

Share Tools in minutes with pre-built, customizable templates.

Quotes

Find out in real time when they’re opened, viewed and signed.

Contracts

Use our native CRM integrations to pull customer data into your Tools fast.

eSignatures

Keep your data secure with our legally-binding e-Signature software.

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Simple, scalable pricing.

No extra charges. No hidden fees.

Essentials

For creating impressive tools that generate results.

$19 USD

Seat per month, 2 seats max

Start a free trialNo credit card required

Key features:

Real-time tracking and notifications

Real-time analytics

Drag and drop templates

Project Management

24/7 email and chat support

Popular

Business

For seamless integrations and sending tools in bulk.

$49 USD

Seat cost per month

Start a free trialNo credit card required

Everything in Essentials, plus:

CRM and Zapier integrations

Content reporting

Unlimited team workspaces

Approval workflows

Salesforce integration*

Enterprise

For large companies with complex Tool workflows.

Let’s talk

Per‑seat or per‑tool pricing

Contact salesRespond within 24 hrs max

Everything in Business, plus:

Unlimited files uploads

Real-time tracking and notifications

User performance

SSO support and custom user roles

Bulk send & Forms*

Prices exclude any applicable taxes.

Frequenlty asked questions:

Avis collaborateurs

“Travailler chez IMI Executive Solutions, c’est évoluer dans un cadre structuré, entouré d’experts bienveillants. On avance ensemble, avec sérieux, mais toujours dans une bonne ambiance.”

Ezechiel Yapo

Chargé de communication

“Chez IMI Executive Solutions, on trouve un vrai équilibre : exigence professionnelle et esprit d’équipe. On se sent écouté, soutenu, et on progresse chaque jour aux côtés de personnes passionnées.”

Carla Dosini

Architecte de parcours

“L’ambiance chez IMI est à la fois professionnelle et chaleureuse. Chacun apporte son expertise, on partage beaucoup, et ça donne envie de s’investir pleinement dans chaque projet.”