Workflows & Automation
Centralize & Organize
Coordinate & Automate
Data Management
Customization
Workflows & Automation
One platform for everything.
Standardize your workflows using our drag-and-drop workflow builder and attach them to just about anything. Workflows enable auto-assigning tasks based on roles, automating internal actions, and automating external actions, and much more. Workflow managing has never been easier or more automated.
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Workflows & Automation Features
Features for this category
Pre-populated Library
Pre-built workflows are already available for all key scenarios.
Build Your Own
Customize our workflows or build your own w/ our easy to use workflow builder.
Automated Actions
Automate all sorts of actions, such as generating invoices, follow-ups, notifications, setting dates, and more.
Link to Data
Using defaults, workflows can be automatically linked to new projects, sales opportunities, repairs and more.
Paperless
All files created during workflows are stored in the system and can be sent to via various means, such as email, text messages, and virtual fax.
Role-based
Workflows use roles to auto-assign tasks to the user that is assigned the role when the workflow is deployed making workflows extremely flexible.
Collect Data
Build custom forms for workflow tasks to collect the data you want and need. That data can then be used to perform various automated actions.
Workflows & Automation Screenshots
Screenshots for this category
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