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SMB CRM

Enterprise Edition

Basic Workflow

Often businesses find themselves working harder than they have to, to get small tasks done. With more processes needing to be executed every day, a company can feel in over their heads. The Basic Workflow module provided in SMB CRM Enterprise will help you ensure the consistent and rapid execution of the business processes, in turn making your organization more efficient and successful. Basic Workflow allows you unprecedented access to the design tools that will help your users and administrators build the solutions that handle the everyday processes and accomplish the best practices. Let Basic Workflow in SMB CRM help your company overcome the overwhelming business processes you face every day.

Features and Benefits

  • Foundation Basic Workflow comes with the sets of tools and technologies for integrating and creating data and processes from your CRM solution. The basic workflow module is based on the Windows interface, which makes it recognizable and easy to use.
  • Workflow Accessibility Access to workflow can be achieved from Outlook, which gives you more ways to access your automation tools. Workflows can be shared and published so that others can find and use the information. This helps users to contribute and share their business processes with other employees without the help of an IT professional.