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PRODUCT | WorkflowIT
Automate workflow processes in ACT!
ACT! is designed to help grow your business. Unfortunately as your business grows, so does the amount of manual input required to maintain your database. Over time, critical tasks can fall through the cracks, leaving you with inaccurate data, or worse, neglected customers. WorkflowIT is the software add-on that lets you avoid redundant data input by executing pre-defined workflow patterns automatically in ACT! By automating recurring functions and standardizing critical processes, you can save time, reduce your workload, and streamline your current business practices. WorkflowIT does more than save time. It increases accuracy, promotes compliance, and provides the operational consistency needed to accurately assess and improve your business processes.
WorkflowIT is the software AddOn that lets you avoid redundant data input by executing pre-defined workflow patterns automatically in ACT!. By automating recurring functions and standardizing critical processes, you can save time, reduce your workload, and streamline your current business practices. WorkflowIT is installed on your server (the GUI is installed on the server or one workstation of your choice).
Functions WorkflowIT can execute:
WorkflowIT does more than save time. It increases accuracy, promotes compliance, and provides the operational consistency needed to accurately assess and improve your business processes
Other products by CRM AddOn Factory:
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By Request Only:
ACT! 10 / 2008
ACT! 12 / 2010
ACT! 13 / 2011
ACT! 14 / 2012
ACT! 15 / 2013
Most of your questions can be answered here.