Automate repetitive tasks across various modules, including Lead, Opportunity, Quote, Order, Issue, and Activity. By handling routine processes automatically, you free up valuable time for your team to focus on more strategic activities, increasing overall productivity.
Ensure that critical tasks are never overlooked with automated task creation and management. Whether it’s converting a lead to an opportunity or updating a customer order, your platform will automatically assign tasks, set field values, and keep everything on track.
Reduce the risk of errors and maintain consistency across your operations. With automation, actions like updating records, sending emails, or triggering notifications happen reliably, ensuring that your data and communications are always accurate and timely.
Stay informed with automated real-time notifications and updates. Automatically send emails or push notifications to your team and customers when key events occur, such as the creation of a new quote or the resolution of an issue, ensuring everyone is always in the loop.
Tailor your automation to your specific needs by choosing from various event triggers like Create, Update, and Automation. This flexibility allows you to create a seamless and responsive workflow that adapts to your business processes.
AI enabled data driven CRM platform that leverages your Customer data and enables automation of your Sales and Servicing processes
