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Fileboard Workflow for SDRs: Create winning sales workflows and book more meetings, faster.

Create sales communication workflows with email, calls and social making your sales team more productive and resulting in more meetings. Get more qualified leads.

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Develop a better sales process with sequences, targeting, and prospect engagement.

Create intelligent cadences

Create Sequences for sales reps

Break the sales process into specific activities to guarantee more wins.

Combine multiple sales activities in a sequence

Combine email, call and social outreach steps

A/B testing of sequences

Discover the sequences that give the best results.

Persona Targeting

Test sequences for different business personas to find the ideal customer profile.

Dynamic Pipelines

Prospects shift in the sales pipeline based on engagement.


Quickly identify winning prospects in your 1-to-many outbound sales efforts.

We track how interested a prospect is, how many times they open or read your sales content, for how long, and who they send it to. Fileboard calls this engagement, and these actions roll into an engagement score for each prospect.

Engagement scoring for contacts and accounts

Engagement scores determine your best bets for following up - finding your most interested leads.

Engagement history timelines

See a full timeline of every prospect activity - emails, calls, meetings, and file opens.

Follow up tasks based on engagement

Fileboard runs your sequence automatically and priortizes your tasks based on customer engagement.


Workflow automatically adheres to all current email campaign policies.

Fileboard Workflow provides capabilities to manage current policies and restrictions.

Role based access control

Set access limits to features, templates and files.

Compliance rulesets

Set rules for activity thresholds.

Team spaces

Segregate data, content, and features based on team spaces.


Automated tasks based on interaction and engagement help you to follow up with sales-ready prospects first.

Fileboard Workflow takes account of engagement in every step, instead of creating rigid, immobile steps in the sales process.

Tasks for customer engagement

Tasks are created when prospects engage in your content.

Reminders to follow up

Forget to follow up with some leads? Fileboard keeps track of all engaged leads, and will send reminders if there are any forgotten contacts.

Tasks for no customer response.

Fileboard creates low-priority tasks for those accounts that don't get in touch, and you can easily pull this group into another workflow.


Learn which workflow templates and collateral generate the most opens and responses.

Re-use your winning formulas to boost close rates and help the team!

Your Template Library

Create and manage email templates from Gmail, Outlook, or just in Fileboard!

More Email Insights than the competition

In-depth reporting displays email templates that get opened the most, have the highest CTR, and what popular sales content is used.

Spread the Love.

Share templates with your team - Upload marketing collateral for your sales teams to instantly push to their leads.


Intelligent Sales Dialer

Dialing indvidual numbers and manually updating records is an hassle. Introducing one-click dialing and automatic call logging in your favorite CRM.

Click to Call

We call you and your prospect with a single click.

Auto Save Numbers

Easily save new prospect details after dialing the number.

Create New Contacs

Easily create new contacts referred during a call.

Call recording

Easily record calls for training or coaching.

Listen in Live

Dial into any ongoing call for coaching.

Voicemail Drop

Share pre-recorded voicemails with one click.


Dialer uses a local area code when calling prospects.

Call Analytics

See detailed reports on number of calls, connects, & tasks performed.

Call logging in CRM

Every call activity is seamlessly logged in your CRM


Get an in-depth overview of your performance and know the impact/ROI of your team's actions.

Reporting and Analytics

Team activity overview report

See activity breakdown across the team such as calls, emails, and sales collateral.

Account-Centric Reporting

See roll up of engagement to the account level.

Content and sales activities reports

Insight into content and activities driving client engagement.


Improve your messaging with your favorite email client using powerful Fileboard plugins.

Follow up by knowing who opens your emails and how they interact with your attachments.

Email from within Gmail and Outlook and track engagement

Never leave your favorite email application. Use Fileboard Workflow right within your Inbox.

Add to workflow right from Gmail or Microsoft Exchange

Start buidling relationships with your prospects right from the Inbox.


No need to jump between different apps and browsers to log your data and keep working.

Use all of Fileboard Workflow from within Salesforce and S1.

Use Fileboard Workflow with your favorite tools.

Add the missing workflow layer in your CRM with Fileboard Workflow.

Track email and attachments or call from within Salesforce

Call or Email right within Salesforce and track engagement of your content.

Add to workflow from right within Salesforce

Add any lead or contact to a workflow.


Stop wasting time on updating records manually in your CRM. Fileboard instantly syncs all sales activities, notes and logs with your favorite CRM.

Two way sync between Fileboard and Salesforce.

Instant sync of prospects, companies and contacts

All activity is updated in real time.

Instant sync of all sales activities, notes and logs

All activity is updated in real time.

More powerful Salesforce reports with Fileboard Workflow data

Add engagement data to leads, accounts, contacts, opportunities, sales activities, and task reports.

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