Automate the boring. Do the productive. Possibilities are unlimited.
Create your own automation that takes daily, repetitive tasks off your shoulders so your team can reach the next level of productivity.
• Follow up before Quote expires.
• Send periodic reminders till invoice is not paid.
• Send automatic mail if verification process not complete.
• Notify if discount more than X%
• Don't allow if more than Y%
• Check & disallow duplicates
• Assign sales person based on location / industry