Creating individual workflow processes and define detailed automatization tasks for your CRM. Break out of the standard SuiteCRM workflow frame and extend your CRM with your very own, personal BI. No need of hiring external consultants doing your customizations; stop dealing with compatibility problems and communication issues that come with it. Save money and get done faster! Keep your CRM as it is meant to be, your CRM!
This add-on provides you with the general workflow capabilities of SuiteCRM plus a bunch more features, to setup your CRM just the way you need it for your business. Depending on your network configuration (infrastructure) you can create continuous workflow queues, complex record comparisons, new alignment of data and nested task flows triggered step by step.
3 Steps to sweeten up your CRM
- Define your workflow via the Task Engine
- Specify which conditions will trigger it
- Create which actions should be executed upon that trigger
The process is really that easy!
Advanced Tool for Power Users
Please be aware that you will need sufficient skills at SuiteCRM of understanding the internal workflow structure defined by our business processes. Further you will need certain knowledge of involved entities and its field setups. This add-on is mostly designed for implementors and application administrators.
See it in Action
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Workflow Emails with PDFTemplates Attachment
Workflow Email action with Dynamic PDF Template Attachment