Soffront Automation Rules, along with escalation, assignment, notification and linking rules, lets you automate your recurring and exception-based CRM processes with an intuitive interface. You do not need to write a single line of code.
Setup pre-defined automated processes to occur based on a triggered event, change in information, or lack of action within a specified timeframe.
Create or update records in the database or perform complex business functions when an action is performed.
Define escalation criteria specific to your process, monitor them and generate automatic notifications based on inactivity. Schedule when the rule will be run and at what duration. You can completely customize the notification verbiage. Notifications can be configured to be sent to a variety of recipeients including users and customers.
Send automatic emails after triggered event or change in information.
You can completely customize the notification verbiage. Notifications can be configured to be sent to a variety of recipeients including users and customers.
Assign records automatically based on pre-defined criteria. The system comes with different assignment mechanism like round robin, even load, etc.
Check for duplicates as you enter data or import records automatically based on pre-defined duplicate criteria.
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