CRM Workflow Automation Software
Save time in your tasks, reduce costs and effort.
100% configurable. It adapts to your needs.
Creation of workflows or automations for: customers, opportunities, calendar, events, budgets and contacts.
Workflow actions
Sending mail, webhook, sending SMS, push notifications, automatic creation of opportunities, automatic creation of tasks, property management, definition of action times based on actions.
Visual interface
Visual representation of the generated automatism with the possibility of activating or deactivating it.
Automate processes and tasks with CRM workflow automation
Common activities such as registering a new contact, generating mail templates, assigning a task to a salesperson or creating an automatic alert when a change in a record occurs is possible thanks to the use of Datalyse Workflows.
Datalyse engineers have developed what many experts see as necessary in the management of the technology, this word comes to define those
automated workflows capable of performing tasks that would otherwise need to be done manually. The objective is none other than to reduce the processing times associated with all those processes that could be defined as "standardized and recurrent" in order to improve service and ultimately save the company money.
Workflows work in a very similar way in all systems, since all systems have defined a series of actions whose compliance makes the automated workflow start generating actions (sending emails, alerts).
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Creation of automatisms
Create automations for: customers, opportunities, calendar, events, budgets and contacts.
Webhook API from Workflows.
Bifurcations within the automatisms.
Visual representation of the generated automatism.
Option to activate or deactivate.
Main features of Datalyse Workflows
Datalyse Workflows has many tools such as sending emails, SMS, webhook, push notifications, automatic creation of opportunities, automatic creation of tasks, management of properties, definition of action times based on actions.
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Routine online and automatic availability.
They allow processes to be assigned to the most appropriate people.
They provide additional information about the processes.
Cost reduction.
Improve service to your customers.
They help to establish deadlines.
