Workflows & Automation
Which editions of Refine include this feature?
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Workflows & Automation
is included with Refine | Workflows & Automation
is included with Refine Service | Workflows & Automation
is included with Refine CRM |
Refine has a comprehensive suite of Workflows that automate key processes in your business.
Key workflows are provided to automate the following tasks:
- New prospect & opportunity creation
- Margin release
- Credit release
- Credit review
- Overdue order management
- Overdue task management
- Customer complaint escalation
Furthermore, custom workflows can be created specific to your needs, either by us or utilising your own skills.