Power & Automate with Workflows

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Workflows to power every part of your business

Workflows are the backbone of your business. They allow you to automate processes that would otherwise be manual. They create efficiency and consistent experiences while streamlining your internal processes. Credema’s Workflow Manager is a powerful tool to help you set up effective sales and marketing processes.

Workflows to power every part of your business

What can a Workflow do?

  • Send emails and SMS/MMS messages
  • Start, stop, pause, or resume a journey
  • Add and/or update contact data
  • Add to or remove contacts from a group
  • Add/remove tags
  • Charge a card
  • Trigger a CRM activity like a follow-up
  • Send a document for signature
  • Create or edit an opportunity
  • Send a quote or invoice
  • Alert someone on your team by email or text
  • Start a drip campaign
  • And more!

All of these tasks can be done automatically with a workflow, which means your team spends less time on repetitive tasks and more time on the projects that really move the needle.

Improve operational efficiency

When your business runs smoothly, your customers can tell. Workflows help your business run like a well-oiled machine. Set up your key processes and make sure no tasks or activities are missed. Workflows keep your team on top of their tasks while creating consistency and predictability in your customer experience.