Workflow Automation in CRM

to automate repetitive sales tasks

Save time by using workflow automation and eliminate mundane tasks like manually sending emails to leads or creating follow-up activities one by one.

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Workflow Automation in CRM

Simplify Tasks with Workflow Automation

Create workflows for your salespeople to follow, and reduce human error by allowing to take care of essential functions

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add flows

Add Flows

Automate sales processes with drag-and-drop actions in flow builder. Create workflows that guide sales agents through conversations and recommend the next steps on a deal.

flow customization

Flow Customization

Create custom workflows to automate repetitive tasks and streamline manual actions. Whether it is a simple action or a more complex one, the use of custom workflows can help make your daily operations more efficient.

complex workflows

Complex Workflows

Create unlimited flows to help with time-consuming tasks and avoid human error. Implement automated CRM processes to improve customer service quality reduce human error through set workflows.

What is Workflow Automation in CRM?

Workflow automation is a process by which a system can complete tasks and activities without human intervention. Workflow automation is used for designing and implementing business processes that provide a positive customer experience and enhance operational efficiency. Workflow automation is widely used in CRM software to automate repetitive tasks, such as updating or closing a case.

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