WPCRM Workflow Automation

Automate your processes and ensure consistency with workflows that can be used throughout the whole system.

Automate Your Processes

Automate repetitive sales tasks to eliminate everyday sales admin chores.

Streamline Activities

Create set workflows that are aligned with your business goals to ensure completion with no human error.

Maintain Consistency

Establish workflows across the organization to ensure each sales rep is going through the same process.

Save Time and Energy

Automate processes to free up the sales reps to give them more time selling.

Workflow Automation

Automate your sales repetitive tasks with workflow automation to streamline your processes. With workflows, your reps can focus on the selling and completing actions instead of the admin sales chores. Workflows can be used to send follow-up emails, require your team to add more details to a project, creating appointments, and more.

After creating a new account, a workflow can generate a task to follow-up.

Workflow Automation
Workflow Automation

Set it and let it with automation throughout your processes

  • Create tasks to follow-up a with new customers 1 week after their first order.

  • Automatically send an email to a customer when their AR balance is past due.

  • Set up quick letters in WPCRM to be sent to customers in a click of a button.

  • When a new prospect is identified, have a task automatically generated to call them in 2 days.

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