Workflows & Automation

Create workflows and automated processes that simplify every-day tasks and drives the process forward

simplify for users

Drive the process forward

Automated workflows help you streamline repetitive processes and drive progression. You can schedule reminders and reports, assign leads and opportunities.

Using the Upsales business rule engine Scripts, you can steeer towards certain behaviour in the system. For example, certain sales stages may require certain information to be allowed progression. Or perhaps you want a custom-made widget that provides target account data. Or perhaps comething completely different. Scripts open vast possiblities to create business rules and advanced customisations.