CRM system

Workflow Automation

Tired of doing the same procedures over and over?

webCRM introduces our new Workflow Automation tool that can automate almost any behaviour in webCRM. Examples of this are:

·         Create a new activity when a lead converts to a customer,

·         Send an email when an opportunity is changed to an order,

·         Notify a colleague when you have finished a task,  

And so much more!


The Workflow Automation tool is, as the name suggests, support for all the constant workflows in your organisation’s webCRM system that can be replaced by an automated trigger - so your users can spend their time and focus on more important tasks.

Workflow Automation is available as an add-on.

Contact us for mor information