Workflow Automation
Streamline your work for greater
ease and consistency
Our workflow automation tools minimize manual tasks, accelerate processes, and ensure consistency across your operations.
Track Opportunities
Automated sales workflows
Our sales workflow automation empowers sales reps and managers throughout every stage of the sales cycle. It streamlines task activation, advances deals to the next pipeline stage, and assigns ownership of tasks and sales. This ensures no opportunities are missed, leading to improved customer satisfaction.
Project Management
Design and automate various business processes
Our workflows go beyond automating sales tasks. With our project management features, you can leverage Workflow Automation for managing candidates, onboarding new hires and customers, marketing, and any other tasks you need to streamline.
Beyond just workflows
Seamlessly manage every interaction, from lead generation campaigns to onboarding new customers, and even delighting them on their birthdays and holidays.
Try free for 14 days
14-day trial. Zero cost. Full access. No credit card required.