This add-on provides you with the general workflow capabilities of SuiteCRM plus a bunch more features, to setup your CRM just the way you need it for your business. Depending on your network configuration (infrastructure) you can create continuous workflow queues, complex record comparisons, new alignment of data and nested task flows triggered step by step.
3 Steps to sweeten up your CRM
- Define your workflow via the Task Engine
- Specify which conditions will trigger it
- Create which actions should be executed upon that trigger
The process is really that easy!
Advanced Tool for Power Users
Please be aware that you will need sufficient skills at SuiteCRM of understanding the internal workflow structure defined by our business processes. Further you will need certain knowledge of involved entities and its field setups. This add-on is mostly designed for implementors and application administrators.