Automate CRM Tasks With Workflow

Want to send an automated email to customer with your contact details as soon as you receive the lead? Workflow is here to help you.
Workflows helps your team members to save their time in procedural tasks by automating them.
  • Send Mails or SMS
  • Add tags to the lead
  • Push data to third party apps
  • and more...
Limited Period Offer
$ 1.49
per user for all features
Contact Management
Workflows
Workflow helps you to automate tedious jobs based on actions. For example, sending an auto reply email to a customer as soon as lead is created on the CRM.

Workflow Automation To Increase Employee Productivity

Repetitive tasks are time consuming and boring, we let you automate them.
Send Email & SMS

Automatically send email or SMS notification to anyone on lead creation or updation.

Tag Management

Automatic tag management helps you with custom reporting. Add tag for any process automatically.

Push Data

Automatically calls webhooks to send data to third party application based on CRM action.

Use Templates

Create templates and send to anyone automatically with dynamic data replacement.

Why should you use workflows?

Reduce Errors

Tasks are automated and based on other actions, so no chance of errors.

Better Connectivity

Call webhooks to push data to third party automatically and get the data in real-time.

No Manual Redundant Tasks

Want to add a tag if a deal is won or remove them if you lost it? Automate it.

Increased Transparency

Since data is not dependant on manual labour, you can be sure about it authenticity.

Better Productivity

Employees will worry less about data input and get more sales for you.

Muliple Task Processing

Update multiple items based on an action in the CRM in a single go and save time.

All the essential tools to run your business smoothly...

Best Features Of

We don't compromise on the features just because we are selling an affordable CRM.
Contact Management
Manage your contacts like a boss, every communication, every minute detail at your disposal in seconds.
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Cloud Telephony (ZipCall)
Are your customers based in different countries? Don't worry, let them call right from your website with ZipCall for free.
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Invoicing
Send invoices to your customers in a jiffy. All the details are automatically fetched from CRM.
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Ticketing System
Better support helps to retain customers & let them self resolve their issues. With proper ticketing system you can offer 24x7 support.
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Marketing Automation
Automate your marketing & run campaigns without human intervention. Send Email, SMS, WhatsApp messages on rulesets based on your business needs.
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Workflows
Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.
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Bulk Email Campaigns
Email is still has the best RoI. Run bulk email campaigns right from the CRM panel using any email service provider.
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Bulk SMS Campaigns
SMS is cheap and gives you best open rate. Run the bulk email campaigns right from the CRM panel using any SMS service provider.
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Custom Forms
Create forms as per your requirement and attach to the customer's profile. Get the data as you want and require.
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Deals Management
Always have your sales pipeline on your fingertips. No need to ask your team members or searching on the CRM.
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Proposals
Create custom proposals for your customers and send them as a PDF attachment. You can also create templates which can be used by every employee.
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Daily Digest
All the tasks, missed followups, recommendations on a single screen. Get charts & graphs about sales performance and take actions on it.
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Employee Tracking
No more guess work on whether your field employees are working or not? Get real-time reporting & location on your mobile or web-panel.
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Lead Management
Automatically distribute leads to multiple users based on different parameters, shifts and work load.
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File Manager
Upload files like KYC documents, proposals, images, zip-docs or anything related to customers and access them anywhere.
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Fully Customisable
Fully customisable CRM based on your requirements. Add products & services, lead status or almost anything.
Integrations
Ready to use integrations with most popular sites used for lead generation like Google-Ads, Facebook/Instagram, JustDial, IndiaMart.
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Filters
Create your own filters to get custom reports based on exhaustive search criteria. Create any type of report easily.
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Task Scheduler
Create & schedule tasks to get a reminder automatically before the meeting or followup. Forgetting a meeting is a thing of past.
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Webhooks
Send data to any third party software easily. A simple way to use one-way APIs.
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Believe us, the list doesn't end here, we have just started.