Use forms and workflows to capture every opportunity

Spend your time following leads, not paperwork

Use workflows to cut the administrative tasks of managing sales opportunities in your CRM system. Then bypass your inbox, auto-assign tasks, and trigger actions, alerts, and follow-ups. See how workflow and content automation solutions improve the sales-to-cash process. 
Sales-to-Cash Demo
Opportunity Management

Any form, any device, anywhere

Today's workforce is mobile, and if you want to get the best work out of your sales team, give them every tool it takes to be productive. Use Nintex Forms to capture prospect data or notes on any device.  

Streamline busywork

Using workflows you can create or update records across multiple objects in Salesforce (or other CRM systems), saving time and improving data accuracy. 
Opportunity Management

Opportunity management

Missing leads—or failing to follow up on them—is a missed opportunity. Use forms and workflows to capture every opportunity.
Opportunity Management Diagram

Get Nintex for Salesforce now

Salesforce admins can install Nintex DocGen or Nintex Workflow for Salesforce from the AppExchange. Click
Get It Now from the application information page to add the app to your Salesforce environment. 

Get DocGen Now

Accelerate any document creation process with Nintex DocGen for Salesforce. Get it now in the AppExchange!

Get Workflow Now

Streamline complex processes within Salesforce without a single line of code. Get it now in the AppExchange!

Contact Us

Ready to automate your processes? Customers achieve rapid, measurable return on investment with Nintex.