Define what you want your processes to do… and automate with Workbooks CRM. Processes are easy to set up and maintain.
Scheduled processes allow you to define how frequently each process should be run, from every few minutes to monthly, or restricted to certain hours of the day or days of the week. For example you might schedule a process to check an external email server for new emails and import these into Workbooks to create new cases. Or change processes run in the background after the modification or deletion of a specific record in Workbooks CRM.
Web processes would typically appear on your website as a web form. Once for example a user enters their details on the form and hits send, a new sales lead is created in Workbooks CRM. Integration processes are designed for 3rd party integrations.
A process button can be added which, when clicked, initiates a specified process. For example, you might add a button to a case record that when pressed closes the case and automatically sends an email to the primary contact using a relevant email template. It is possible to perform bulk actions on reports. An example of this might be to create an automated process which creates invoices for selected orders.
The possibilities are truly endless.