Sales & Help Desk Workflow Automation

Intelligently automate all processes to save time, drive sales, and streamline processes. Automate your team's repetitive tasks, enabling them to spend more time working on what's important.

vtiger crm workflows

What is a Workflow?

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

custom functions

Leverage custom functions for performing common tasks

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

Simplified task management

Simplified task management

Vtiger's Workflows automatically creates an assigned task and alerts the concerned support agent when a case demands a particular action.

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.

Learn more >>

Case studies

Why our customers love us

Sales Productivity

Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.


Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.

Customer Base Growth

GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.

Ready to dive in?

Get started with Vtiger CRM

No credit card required. Cancel anytime.