Workflow Management

Workflow Management (Automation)

No-code automation for repetitive sales and service processes.

  • 1Visual workflow builder (triggers, conditions, actions).
  • 2Actions: create/update records, tasks, send email/WhatsApp, webhooks.
  • 3Schedules & SLAs (escalations, reminders).
  • 4Reusable rule sets and templates.
  • 5Audit log & run history.

Automate routine tasks, ensure process consistency, and boost productivity with powerful no-code workflows.

The Impact You Can Expect

20–30% Increase Follow-ups

15–20% More Conversions

15–25% Increase in Sales Team Productivity

Benefits You Gain

  • Boosts sales efficiency with real-time data.
  • Reduces manual work through automation.
  • Enhances transparency & accountability in operations.
  • Empowers smarter decision-making with analytics.