Solutions

Streamline Your
Sales with Vabro

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

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Tailored for teams of all sizes.

sales

150+ Comprehensive AI-Powered Templates
to Get Started Quickly

Skip the hassle of building processes from scratch! With Vabro Genie AI, our templates are crafted by product management experts to streamline every phase of your product lifecycle:

board columns

Tailored Board Columns

To visualize workflows seamlessly. 

tasks

Predefined Tasks

To streamline task assignment and tracking.

ppb

Prioritization Techniques

To focus on critical tasks or issues.Estimates,

estimates

Categorization Systems

To organize tasks in an efficient way.

collaboration

Escalation Handling Processes

To manage critical issues with precision. Collaboration, Forms To gather information effortlessly.

These Templates include sample Goals/Objectives and Key Results, helping align teams  with overall Organizational Goals/Objectives. 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

Simplify Project Setup with Vabro Genie AI! 

Crafted with expert insights, our Sales templates come fully equipped with:

board columns

Sample Epics & User Stories

Break down work into manageable components for operational excellence.

tasks

Customized Scrumboard Columns

Visualize progress effectively in dynamic operational environments.

ppb

Prioritized Tasks & Categories

Organize and track operational activities with precision.

estimates

Effort Estimates & Task Dependencies

Plan schedules and resource allocations accurately.

collaboration

Aligned Goals & Key Results

Ensure that operational workflows align with organizational priorities seamlessly.

Whether you use them as-is or customize them to fit your needs, Vabro Templates make getting work done easier.

Top 3 Sales Project Templates to Start Right Away

Start fast with ready-to-use templates designed for:

Sales CRM
Implementation

Sales CRM

Sales Pipeline
Automation

Sales Pipeline

Sales Analytics &
Reporting
Dashboards

Sales Analytics

Zero Setup, Maximum Impact
Predefined Roles for Seamless Onboarding

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

What is planning Poker

Plan

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

Are you struggling to provide clear direction, align teams, and track progress toward achieving strategy 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 work is organized, planned and managed efficiently. 

Define Clear Objectives

Set High-level Objectives (OKRs such as "Reduce response time by 25% in Q2" to align teams and ensure everyone contributes to achieving the Objective.

Effortlessly Break Down Objectives
(OKRs) into Key Results

Break down Objectives (OKRs) into actionable Key Results for measurable progress and team alignment.

Track Real-Time Progress

Analyze and Monitor Key Results, such as ‘Ticket Resolution Rates and Escalation Trends’ directly within Vabro.

Execute

Decrease Time & Improve Efficiency
with Vabro Genie AI

Vabro Genie AI, an Artificial Intelligence engine of Vabro which is used extensively throughout the platform, and across all Vabro Subscriptions. Vabro Genie AI 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.

Project

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.

Epic

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

Generating Smart User Stories

AI can be leveraged to generate detailed User Stories tailored to your Sales needs, ensuring clarity and
actionable insights for your team.

task group

AI Generated Task Groups & Tasks

Vabro Genie 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 & Approval

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

Release

AI Powered Reports & 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

colloborate

Communicate with Internal & 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 and disorganized setups—streamline your escalations seamlessly with Vabro. Is your Sales team still using 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

Vabro Views
Reimagine Marketing Work Management

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 & improve

Make Data-Driven Decisions with Reports &
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 & Compliance Teams

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

Admin Settings

Manage roles, permissions, and invitations to ensure smooth operations.

Planning Poker

Enables accurate effort Estimation in a gamified manner with real-time team collaboration for Agile Projects.

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.

Achieve Your Goals & Simplify Management

Get Started