Workflows

Automate tasks to speed up administration

Easily automate repetitive tasks by setting up workflows in BuddyCRM. Any action can be automated – calls, tasks, emails, appointments, account and lead creation. Any field can be populated automatically. With the workflow builder, you can create simple tasks such as the following:

• automatically send an email to a customer if they open a marketing email
• scheduling a follow-up call two days later
• update your opportunities as milestones are hit
• updating fields with information from tasks
• turn a lead into an account

You can build complex workflows with IF, AND, OR statements to cover almost any task and make your CRM a truly autonomous system.