Automation & Workflows

Automate and Streamline with Advanced Workflows

Effortless Workflow Creation

Seamless Automation for Diverse Needs Create workflows with ease to automate a variety of actions based on specific triggers and conditions. Our tool is equipped to handle everything seamlessly, from sending emails and text messages to making task assignments and sending notifications. Additionally, change statuses, forward reports to internal users, or export data to spreadsheets for external partners—all automatically.

Powerful Monitoring and Customization

Enhanced Oversight and Tailored Reporting Keep track of all your workflows with a variety of custom reports, specifically designed for you and your team. This feature allows you to monitor every aspect of your operations, ensuring maximum efficiency and transparency across the board.

Versatile and Dynamic

Adaptability Across Tasks and Roles Our workflows are crafted for versatility, suitable for a wide range of tasks including assigning states and regions to your development team or directing leads to the appropriate salesperson. This robust feature simplifies both simple and complex tasks, making it an indispensable tool for any platform seeking to enhance automation and productivity.
New Lead Workflow Process

Customizable Workflow Design


Tailor Processes to Fit Your Company

Design a process that perfectly aligns with your company’s operational needs. Our simple yet robust Workflow feature enables you to automate routine tasks where it makes sense, streamlining efficiency across your operations.

Integrated Communication Tools


Automate and Personalize Communication

Create reminders for necessary human contact to maintain personal touches that are critical for relationship management. This feature facilitates seamless integration of communication methods, enhancing interactions within your workflows.

Inclusive Text Messaging Service


Enhanced Connectivity at No Extra Cost

Included in this feature is the ability to send text messages, allowing for quick and effective communication. This service is provided as part of the Workflow feature without any additional fees, ensuring cost-effective communication solutions.
Workflow Overview

Workflow Automation for Repetitive Tasks


Streamline Operations with Advanced Automation

Automate repetitive tasks and processes efficiently using our Workflows and Workflow Templates. This powerful tool allows you to enhance productivity and ensure consistency across your operations.

Flexible Trigger Options


Customizable Workflow Activation

Workflows can be associated with any objects within the system and triggered based on specific conditions—be it a certain time, a particular condition, or manually. This flexibility allows you to tailor workflow activation to suit your unique business needs.

Comprehensive Task and Communication Management


Enhanced Task Handling and Notifications

Once triggered, workflows can perform a variety of actions. They can create tasks, notify owners and participants, send emails and texts, and modify statuses and other values. This comprehensive approach ensures that all aspects of a process are managed effectively from start to finish.
Development Agreement

Versatile Workflow Customization


Adaptable Length and Complexity

Workflows can be tailored to be as brief or as comprehensive as necessary, fitting perfectly with the scope and demands of each specific task or project within your operations.

Advanced Trigger and Dependency Settings


Sophisticated Automation Controls

Set up triggers and dependencies for any action you need automated. This allows for intricate configurations that ensure workflows activate precisely when needed, based on the conditions you define. This level of customization enhances efficiency and effectiveness across various business processes.
Reminder of Development Period Expirations

Example of a Proactive Workflow


Timely Notifications for Critical Milestones

This example illustrates a simple yet powerful workflow designed to enhance franchise management. The workflow automatically notifies all individuals listed on a task when a franchisee's development period is nearing expiration—90 days before the deadline.

Strategic Decision Support


Facilitating Timely Interventions

The advance notification provides ample time for decision-makers to assess the current progress of the franchisee. This allows you to determine whether to extend the franchisee's timeline to accommodate their development needs or prepare for potential termination if progress benchmarks are not being met.
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