Design and run any business process with point-and-click simplicity using Workflow

Automate your sales process with just a few clicks

Workflow provides a simple point-and-click interface to automate business processes. You can create automatic email alerts for deals over a certain size, auto-assign tasks as a deal moves through the different stages, and more

Getting Things Done

Associate tasks to the workflow rules so that new tasks are dynamically created for the salespeople when CRM records are created or modified