Solutions

Streamline Your
Sales with Vabro

Effortless Sales Tracking and Management Experience the future of Sales with Vabro–a platform designed for modern, efficient Sales.

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sales

150+ Comprehensive AI-Powered Templates
to Get Started Quickly

No need to start from scratch! Generated by Vabro Genie AI and crafted with input from sales experts, Vabro's comprehensive templates include:

Pre Defined Boards Columns

Pre Defined Boards Columns

Effortlessly manage task organization and progress

Sample Tasks

Sample Tasks

Instant task templates for easy delegation

Sample OKRs

Sample OKRs

Track goals and align team performance

Ready-to-Use Forms

Ready-to-Use Forms

Collect and organize information effortlessly

Vabro Genie AI Response Templates

Vabro Genie AI Response Templates

AI-crafted replies to speed up collaboration

Advanced Escalation System

Advanced Escalation System

Manage tasks with a clear escalation process

These templates include sample goals, objectives, and key results, helping teams align with overall organizational goals.
Use them as-is or customize them to suit your team's needs.

Top 5 Workflow Templates for Sales Needs

Get a jump-start with pre-built templates, specifically tailored for:

Lead Generation
Workflow

Campaign

Lead Conversion
Tracking

Lead Conversion

Cold Email Outreach
Workflow

Cold Email

Prospect Research
Workflow

Prospect Research

Sales Activity Logging
Workflow

Sales Activity

View 1000+
Templates Planning Poker

Planning Poker

Zero Setup, Maximum Impact
Predefined Roles for Seamless Onboarding

No more messy or confusing setups for teams! Vabro simplifies personnel onboarding with predefined roles
tailored to various functions. These roles ensure that everyone understands their responsibilities from the start,
enabling teams to work efficiently and effectively.

Organization Admin

Establish and manage your organization’s structure, settings, and operations seamlessly.

Workspace/Solution Admin

Manage workspaces, invite team members, and customize settings for seamless collaboration.

Product Owner

Play a pivotal role across projects, workflows, and DevOps. Set up projects, prioritize user stories, and review completed work.

Kanban Manager

Oversee Kanban Boards and Backlogs to ensure smooth and organized workflows. Kanban Managers can set WIP limits,
adjust board settings, and optionally review completed task groups and tasks.

Team Members

Active participants in Scrum, Kanban, and DevOps. Collaborate and execute tasks directly from the boards,
contributing to project and workflow success.

Plan

Align Operational Goals with Organizational
Objectives and Key Results (OKRs)

Are you struggling to provide clear direction, align teams, and track progress toward achieving strategic goals within your company? With
Vabro, you can define and manage your organization’s hierarchy, set objectives, and track key results to ensure that all sales activities are
organized, planned, and managed efficiently.

Files and Links
Chats
Comments

Execute

Decrease Time and Improve Efficiency
with Vabro Genie AI

Vabro Genie AI, the artificial intelligence engine of Vabro, is used extensively throughout the platform and across all Vabro
subscriptions. It boosts team productivity by suggesting improvement opportunities, enhancing collaboration, minimizing
unnecessary documentation, and much more. 

Streamlining Workspace Setup

AI-driven configurations can be utilized to set up Workspaces effortlessly.

Workspace Setup

Providing AI Assisted Templates

Pre-built templates for ticket resolution, complaint management, Client feedback and many more can be used to
utilize personnel time effectively.

AI Assisted Templates

Enabling AI-powered Cloning

AI can be used to instantly replicate entire Projects, Workflows, User Stories, Task Groups, or Tasks, saving time
while maintaining consistency.

User Story

AI Generated Task Groups and Tasks

Vabro Genie AI generates relevant Task Groups and Tasks with all the essential details.

Task

Recommended Task Properties:

Automatically set Priorities, Acceptance Criteria, and Categories to keep Tasks organized.

Sprint

Intelligent Review and Approval

Simplify approvals with AI-generated reasons and descriptions for approval or rejection.

Release

AI Powered Reports and Analysis

Unlock actionable insights with AI-driven analytics, providing detailed performance reports and real-time metrics to optimize
Sales workflows and enhance decision-making.

Planning Poker

Collaborate

Communicate with Internal and External Teams,
and Customers, through Customizable Forms

Vabro Forms enables Sales Teams to gather inputs from external Clients and teams from other Workspaces/Solutions inside your company.

okr

Is your team still using traditional communication methods across teams? Upgrade to Vabro for modern, streamlined collaboration and efficiency with customizable forms. This will enable you to:

okr
Simplify Data Collection on the Go
Enhance Cross-Department Collaboration
Automate Workflow with AI-Powered Processing

Manage Escalations with Ease

No more complex or disorganized setups—streamline your escalations seamlessly with Vabro.
Is your sales team still relying on outdated communication methods? Struggling to track escalations effectively? Switch to Vabro to assign escalations across teams
and levels, ensuring nothing is missed and resolutions are timely.

Multi-Level Escalations
Automated Ticketing
Full Transparency across Boards

Visualise

Reimagine Marketing Work Management with Vabro Views

Vabro's Sales Solution offers powerful views to enhance visualization, planning, and execution. Some of the views are

Calendar View

Never miss a deadline! Track marketing campaign schedules, content launches, and promotional events on a clean, color-coded
calendar—perfect for time-sensitive marketing Tasks!

Calendar View

List View

Drag, drop, and track with ease—organize marketing Tasks, campaigns, and deadlines for seamless project tracking and reporting.
Stay agile and keep your team focused!

List View

Board View

Visualize marketing Tasks flowing smoothly from “To-Do” to “Done”—Kanban-style! Perfect for managing various stages of your
campaigns, from planning to execution.

Board View

Timeline View

Stay on track, hit key campaign milestones, and align your team with ease, ensuring deadlines and objectives are met.

Timeline View

Analyse and improve

Make Data-Driven Decisions with Reports and
Advanced Analytics with Vabro Genie AI

Transform your Marketing operations with actionable insights. Vabro offers robust analytics to help you measure and optimize your team’s performance.

Popular Reports

Track SLA compliance, Lead Time, Cycle Time, WIP Aging, and Throughput to identify bottlenecks, boost efficiency, and enhance client satisfaction.

Task Reports for
Detailed Insights

Dive deeper into individual Task performance with Task Summary and Detailed Task Reports. Track resolution times, monitor deadlines... more

Task Reports for Detailed Insights

Dive deeper into individual Task performance with Task Summary and Detailed Task Reports. Track resolution times, monitor deadlines, and pinpoint areas for improvement to streamline your processes. Less

Form Reports for
Customer Trends:

Analyze Sales inquiries, ticket trends, and resolution rates in real time with Form Reports. These insights help you prioritize key areas, boost...more

Form Reports for
Customer Trends:

Analyze Sales inquiries, ticket trends, and resolution rates in real time with Form Reports. These insights help you prioritize key areas, boost satisfaction, and proactively address recurring issues. Less

Comprehensive Performance Reports

Gain insights with Lead Time, Cycle Time, WIP Aging, and SLA Compliance Reports. Track aging Tasks, monitor SLA adherence, and identify bottlenecks to ensure timely resolutions and smoother Workflows.

Advanced Filters

Vabro’s Advanced Filters let you sort reports by Relevance, Task Group, Status, Assignee, Team, Board, and more, offering a comprehensive filter for quick, actionable insights that no other tool offers.

Additional Features for
Legal and Compliance Teams

Vabro offers multiple additional features to improve productivity and increase Return on Investment (ROI) for Legal Teams.

Escalations

Streamline issue resolution with automated workflows and clear escalation paths

Vabro Forms

Enhance team collaboration with structured forms for quick and efficient data collection

Integrations

Connect Vabro with your favorite tools for a seamless Workflow experience.

Automation

Automate repetitive Tasks to save time and reduce manual effort.

Time Tracking

Monitor time spent on Tasks to improve efficiency and meet SLAs.

Dependencies

Link User Stories and Tasks in Vabro to establish clear dependencies, ensuring seamless Workflow progression and timely delivery.

Watchers

Stay informed about Project or Workflow progress as a spectator without actively participating.

Vabro Chat

Communicate with team members in real-time for faster issue resolution.

Maximize Sales Potential With Optimized Workflows

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