Automate your processes and ensure consistency with workflows that can be used throughout the whole system.
WPCRM Workflow Automation
Automate Your Processes
Automate repetitive sales tasks to eliminate everyday sales admin chores.
Streamline Activities
Create set workflows that are aligned with your business goals to ensure completion with no human error.
Maintain Consistency
Establish workflows across the organization to ensure each sales rep is going through the same process.
Save Time and Energy
Automate processes to free up the sales reps to give them more time selling.
Workflow Automation
Automate your sales repetitive tasks with workflow automation to streamline your processes. With workflows, your reps can focus on the selling and completing actions instead of the admin sales chores. Workflows can be used to send follow-up emails, require your team to add more details to a project, creating appointments, and more.
After creating a new account, a workflow can generate a task to follow-up.
Set it and let it with automation throughout your processes
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Create tasks to follow-up a with new customers 1 week after their first order.
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Automatically send an email to a customer when their AR balance is past due.
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Set up quick letters in WPCRM to be sent to customers in a click of a button.
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When a new prospect is identified, have a task automatically generated to call them in 2 days.
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