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Workflows

Take full control of your client interactions with automated workflows, built-in validations and custom actions.

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  • Automated

    The workflow automation is aimed at achieving maximum contactability and efficiency for optimal results. The lead workflow engine is powered by a
    robust system, allowing for real-time viability and control with intuitive data insights to increase productivity.

  • Customisable actions

    The workflow is fully customisable in terms of channels, ads and number of contact points. You can set the workflow steps, validation rules and action parameters to suit your business model.

  • Measure productivity

    Measure the productivity of teams by tracking the workflow duration and number of completed tasks. Each new lead enters a workflow that can be measured for each point of contact, until it reaches a final outcome. Easily see real-time data or set up custom reports for detailed insights.

  • Custom fields

    The number of bins and bin priorities can be configured, for example: Last in First out (LIFO) and First in First out (FIFO).