Intelligently automate all processes to save time, drive sales, and streamline processes. Automate your team's repetitive tasks, enabling them to spend more time working on what's important.
Workflow is a feature that enables you to automate repetitive tasks. It comprises trigger conditions, entry criteria, and actions.
Automate mundane tasks like creating a meeting or sending an email by setting up a workflow. Specify the trigger conditions and actions; let the CRM take care of the rest.
Use workflows to update a CRM field by specifying the trigger conditions and entry criteria as needed.
Generate push notifications on Vtiger CRM's mobile app via workflows to stay updated about specific events.
Invoke custom functions to specify and execute common actions in the CRM via workflows.
When a customer responds to a closed case, Vtiger automatically reopens it and informs the concerned agent, including the manager.
Get notified about escalated cases and high-priority cases, which stay unaccepted way longer than expected.
Leverage workflows to update any case field granularly. This level of attention to detail ensures accuracy consistently.
Vtiger's Workflows automatically creates an assigned task and alerts the concerned support agent when a case demands a particular action.
Vtiger's Process Designer is a graphical interface to create systematic business workflows. It helps in creating, saving and publishing the workflows. Automatically triggers and executes the workflow in the CRM. Offers smart administration by easily translating flowcharts to real business workflows.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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