Business Suite
Workflow Automation
Automate repetitive business steps without losing control.
What is included
Approval flowsStatus-based actionsAssignment rulesReminder rulesEscalation rulesScheduled tasksRecord creation triggersEmail notification triggersDepartment routingCustom workflow conditionsAudit history
Works with the rest of the suite
Softmatic modules share customer, employee, product and operational data, while access stays controlled by role and responsibility. Start with this module and add others as your team adopts them.
Feature availability, user limits, storage and branch capabilities depend on the scope agreed in your proposal. We confirm them in writing and show them in a demo.
See Workflow Automation in a demo
Tell us about your team and we will walk you through the module.