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Ajexa provides workflow automation capabilities that you can easily customize
to better manage your organization's sales, marketing, and service processes.
The result is greater control over routine activities and the elimination of
redundant tasks. Read more about workflow designer
BENEFITS
- Enforce standard business processes
- Minimize administrative overhead
- Streamline processes and eliminate delays
Help reps work smarter and faster
HIGHLIGHTS
Workflow Rules
Create custom workflow rules with triggers based on any business event. As
internal processes evolve, you can quickly and easily modify workflow rules
to keep pace with your changing business needs.
Dynamic Task Creation and Assignment
Automatically create tasks when workflow rules are triggered. Tasks are
dynamically assigned to the right person based on role.
Customizable Task Templates
Pre-define tasks and populate them with standard data such as priority,
status, and due date to ensure prompt follow-through.
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Read more about workflow designer
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