Automation
en-USen-NZen-AUar-AE

Automation

MORE EFFICIENT THAN EVER BEFORE.

No one should manually run a process without good reason.


The automation module minimises resources devoted to routine manual administrative activities.


Based on your requirements, work flows can automatically generate segmented customer communications and/or internal activities.

Scheduling and queuing tasks are easily configured to run daily, weekly or monthly at set times, with exception reports automatically run and emailed to users even while you sleep.


The batch reporting feature allows any of the standard reports to be scheduled or run on an ad hoc basis. These reports can be run at a pre-set time with the output saved to a network drive or emailed to numerous recipients.

KEY FEATURES

Task Scheduling

Segment & Workflow

Task Queuing

Batch Reporting

 

EngageCRM