Workflow Management

Full control

Manage your business through a highly configurable workflow system. Build workflows around customer needs, business priorities, and staff skills – with a simple case list and unique milestone filters showing exactly what’s happening, now and historically.

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Increased efficiency

Reduce time wasted by leading staff directly to the jobs that matter.

Event logging

Automatically track status changes and milestone dates.

Callbacks & reminders

Never miss one, with pop-up prompts at the right moment.

Working hours & out of office

Manage staff availability directly within the CRM.

Dynamic screens

Layouts that adapt automatically to the task at hand.

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