Workflow Automation

What it is

Workflow automation is a series of fully customiseable feature aimed at automating menial every day tasks, such as sending reminders, sending notifications and other trigger based events.

What it Does

Workflow Automation

Fully customisable automation let you automate common tasks such as:

  • Send an sms reminder to contact prior to sale appoinments
  • Notify sales manage on change of potential status
  • Appointment reminders via email, sms and onscreen notification
  • Send email to contact x days after status change in the crm
  • trigger and event when a fields value changes
  • The possibilities are endless…

How This Helps you

The Automation features are designed to make your life that little bit simpler. It’s just like having an electronic assistant helping you follow up on those menial but important tasks, which means more time for you to focus on the things that you do best.