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Intuitive Workflow Designer
Web based easy customization

Web based workflow designer
Soffront's intuitive workflow designer allows you to adapt Soffront CRM to your business needs by creating and automating business rules and processes throughout your organization. Soffront CRM is completely adaptable to your business. Workflows ranging from simple to complex can be setup in minutes.

Automate repeatable step-by-step processes and improve productivity. Soffront workflow designer uses a visual environment for designing business processes by dragging and dropping states and actions into a user-defined sequence. Each step in the workflow stream can invoke a customized form. Access to the customized forms and the fields, is based on the role based security model. You can assign different workflows to different user roles. Create automated alerts and notifications based on action or state changes. Setup pre-defined automated processes to occur based on a triggered event, change in information, or lack of action within a specified timeframe.

In addition, many out-of-the-box examples are provided that business users and administrators can use to model their business processes.
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Related Information
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Architecture 
Soffront CRM 8.6
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On-Demand CRM
Related Solutions
Sales Automation
Marketing Automation
Customer Support
Employee Support
CRM Portal
Related Products
Soffront API

Key Features
  • Web based intuitive visual environment.

  • Can be setup in minutes. No programming knowledge required.

  • Setup states and actions into user defined sequences.

  • Assign different workflows to different user roles.

  • Create automated alerts and notifications based on action or state changes.

  • Create and delegate automated tasks based on workflow states.

  • Use out-of-the-box workflow examples to model your process.

 

Soffront CRM Solutions

Sales Force Automation
Sales Management
Sales Forecasting
Pipeline Management
Mobile Sales
Sales Commissions Mgmt

Sales Order Processing
Order Lifecycle Management
Quotation and Invoicing
Inventory Management
Shipping & RMA

CRM Analytics
Dashboards & Reporting

Marketing Automation
Marketing Management
Email Campaigning
Direct Mail Campaigning
Tele-marketing
Marketing Analytics

Issue/Project Management
Defect Management
Test case Management
Product Release Mgmt
Time & Cost tracking
Project Management

Customer Help Desk
Customer Support
Multi Channel Contact Center
Mobile Support
Customer Portal
Customer Self Service
Customer Survey
SLA Management

Partner Management
CRM Portal
Partner Lead Distribution
Partner Self-service
Partner Order processing

Helpdesk Software
Employee Help Desk
Multi Channel Contact Center
Mobile Support
Asset Management
Employee Portal
Employee Self Service
Employee Survey

Customization and Integration
Form Designer
Workflow Designer
Object API
Web Services
Back office integration


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