CRM Workflow Automation Software

Save time on your tasks, reduce costs and effort.

100% configurable. It adapts to your needs.

Creation of workflows for: customers, opportunities, calendar, events, budgets and contacts.

Workflow actions

Sending mail, webhook, sending SMS, push notifications, automatic creation of opportunities, automatic creation of tasks, administration of properties, definition of action times based on actions.

Visual interface

Visual representation of the generated automatism with the possibility of activating or deactivating it.

Automate processes and tasks with CRM workflow automation

Common activities such as registering a new contact, generating mailing templates, assigning a task to a salesperson or creating an automatic alert when a change in a record occurs is possible thanks to the use of Datalyse Workflows.

Datalyse engineers have developed what many experts see as necessary in the handling of technology, this word comes to define those automated workflows capable of performing tasks that would otherwise need to be done manually. The aim is none other than to reduce the processing times associated with all those processes that could be defined as "standardised and recurrent" in order to improve service and ultimately save the company money.

Workflows work in a very similar way in all systems, as all systems have defined a series of actions, the fulfilment of which makes the automated workflow start generating actions (sending emails, alerts).

Creation of automatisms

Create automations for: customers, opportunities, calendar, events, budgets and contacts.

Webhook API from Workflows.

Bifurcations within the automatisms.

Visual representation of the automatism generated.

Option to activate or deactivate.

Main features of Datalyse Workflows

Datalyse Workflows has many tools such as emailing, SMS, webhook, push notifications, automatic creation of opportunities, automatic creation of tasks, property management, definition of action times based on actions.