Workflow Rules and Automation Module for Perfex With Lifetime Update.

Introducing Workflow Automation Module for Perfex CRM: streamline your team’s workflow by automating repetitive tasks. Assigning tasks, adding comments, or changing priorities as tasks move across your Kanban board becomes effortless. Say goodbye to manual actions on dozens or hundreds of tasks.

FEATURES

• Create custom Workflow Automation Rules
• Create process that run themselves with automated actions on Task as they move from one section to another
• Because you can create Unlimited Rules for a SECTION, You can Control what actions are triggered and in what order/sequence
• Keep working going : performs unlimited instant actions on tasks at the same time such as Task Assignment, Comments with @User, Reminder, Checklist Item, Priority, Mark as Complete and lots more
• Stay Organized and Increase efficiency