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Workflow Automation CRM for South African Businesses

A workflow management system (WfMS) provides an infrastructure for the set-up, performance and monitoring of a defined sequence of tasks, arranged as a workflow.
Workflows are critical to the success of any business. Why not streamline your business by automating operations like sending emails, creating activities, updating fields, creating tasks etc?
By automating business processes all tasks are performed automatically based on specific business logic.

Weblogical – Truly Awesome CRM runs repetitive steps for you automatically, based on rules you set.

How a workflow is set up

Step 1: schedule the workflow. Step 2: add conditions. Step 3: add the tasks the CRM should carry out, such as emails, WhatsApp or SMS notifications, reminders, approvals and field updates.

Three steps to set up a workflow in Weblogical - Truly Awesome CRM: schedule, add conditions, add tasks

The workflow engine

The workflow engine passes work from one person’s task list to the next, so approvals and hand-overs happen automatically and nothing slips through the cracks.

Workflow engine passing tasks between users in Weblogical - Truly Awesome CRM

Workflows are included in the Ultimate Combo.

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Also see: Sales Force Automation · CRM FAQs

South Africa

21 Caversham Road, Pinetown, Durban,
South Africa

Botswana

Plot 64 , Unit 19, GICP, Gaborone,
Botswana

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(+27) 82 444 9429
(+27) 31 709 1122

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