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...
Start Your Free Trial
Start Your Trial Today!
Register for a trial and get complete demo of our services.
$5
per user, billed monthly
Schedule a Demo
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...

Contact Management
Contact Management
Manage every interaction with your customer in an easy to use interface. Get everything communication on your fingertips.
Cloud Telephony
Lead Generation
Engage with your website visitors and convert them into a lead. Text chat is old and boring, with ZipCall you can talk with them in realtime.
Invoicing
Invoicing
Let your team members send quotes and invoices directly from the CRM panel and save your time and convert customers faster.
Helpdesk For Customer Support
Helpdesk
Let your customers raise tickets for support incidents. Your team members can reply to them right from their CRM panel.

20+ CRM Tools For Business

Best CRM tools for your business to run all key processes from sales to marketing & support to invoicing & inventory.
Check CRM Features
ZNI CRM Features