Sage CRM includes a powerful workflow tool which enables the development of both user-driven and automated workflow processes.

Workflows can be applied to many entities within the system and are commonly used to ensure the consistent progression and tracking of leads, sales opportunities or customer service cases. However, workflows have many other possible uses.

 

Sage CRM Workflow provides automation to your business processes


We have extensive experience in the development of Sage CRM workflows and have worked on those of varying complexity, from simple step-by-step processes to complex workflows with multiple branches, automated escalations and triggered notifications.

To learn more about what Sage CRM workflows are capable of and how we may be able to help, contact us today.