Workflow automation is a key component of the SalesOptima CRM. We give you the ability to customize your workflow in order to streamline your company’s sales, marketing, and service processes. This feature enables you to better control routine activities and eliminates redundant tasks. By automating lead distribution, client retention, and support for multiple sales you will have more time to focus on improving your bottom line.

When workflow automation is combined with our stellar email-marketing feature, you can send impressive, consistently branded emails that will boost your productivity without sacrificing quality. See how our workflow automation can revolutionize how you do business.

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