Automate Workflows Across Key Add-Ons
The Business Process Mapping Add-On lets you build and automate workflows for key Add-Ons like Project & Task, CRM in Lead & Deal, Property, and Contract Management. Define each process with clear steps, assign responsible roles, and track progress efficiently. Use Send Mail to notify team members at each stage, and Copy Link to share workflows instantly. The Flowchart View offers a visual map of your entire process, making it easy to understand and manage. This ensures streamlined execution and accountability across all departments.
- Projects
- Contract
- CRM
- Property Management
Business Workflow Builder
Easily create and manage internal workflows to streamline operations and enhance team collaboration. This Add-On lets you design visual process flows with clear titles, defined start and end points, and all key steps in between. Add detailed descriptions and assign responsible roles at each stage to ensure clarity and ownership. Teams can track progress in real time, making it easier to monitor tasks and maintain accountability. The workflow builder brings structure and transparency to complex business processes.
Business Flow Tracker
Track and manage internal processes with a structured, visual approach that improves clarity and team coordination. Define each workflow with a title, start point, and end point to establish clear boundaries. Add step-by-step descriptions to guide execution and ensure consistency. Assign team members to each stage to promote responsibility and real-time tracking. This module simplifies complex workflows and supports smoother, more accountable operations across your organization.
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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