Maintaining relationships made easy with automation

Build lasting relationships with your prospects by letting Vtiger deal with repetitive sales tasks using Workflows.

vtiger sales workflows

What is a Workflow?

Workflow is a feature that enables you to automate repetitive tasks. It comprises trigger conditions, entry criteria, and actions.

Set up a workflow

Set up a workflow once and use it forever

Automate mundane tasks like creating a meeting or sending an email by setting up a workflow. Specify the trigger conditions and actions; let the CRM take care of the rest.

Automatically update workflow field values

Automatically update field values

Use workflows to update a CRM field by specifying the trigger conditions and entry criteria as needed.

Stay updated through workflow push notifications

Stay updated through push notifications on the mobile app

Generate push notifications on Vtiger CRM's mobile app via workflows to stay updated about specific events.

Leverage custom functions

Leverage custom functions for performing common tasks

Invoke custom functions to specify and execute common actions in the CRM via workflows.

Systematic business workflows

Vtiger's Process Designer is a graphical interface to create systematic business workflows. It helps in creating, saving and publishing the workflows. Automatically triggers and executes the workflow in the CRM. Offers smart administration by easily translating flowcharts to real business workflows.

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Case studies

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