Workflow Automation 12.18
This release introduces a new module: the Workflows Automation module – beta version. This new module empowers customers to automate many business tasks and operations, ensuring process consistency while improving efficiency and productivity.
Additionally, we’ve implemented critical security measures to strengthen protection against cyber threats, expanded reporting functionalities, and introduced user experience improvements. Below is a detailed breakdown of the latest features and enhancements released on March 20, 2025.
What’s New?
Workflows Automation (Beta)
- A new module that enables users & decision-makers to automate various business processes and tasks.
- Helps businesses scale more efficiently by systemizing and enforcing workflows and processes, leading to greater operational consistency and efficiency.
- Users can define specific triggers for workflows—for example, when a data field changes in any SCRM form. Multiple triggers can be added to create complex logics.
- Configurable actions include:
- Automatically sending emails and notifications on behalf of users when specific conditions occur.
- Automatically creating and assigning tasks with predefined instructions.
- Delaying action triggers and specifying execution time ranges.
- Advanced decision trees (logic-based conditions) allow users to configure workflows for different and complex scenarios.
- Free version: Users can access one workflow without limitations – all features. For additional workflows, contact your account manager.
Note: Workflows Automation will be deployed incrementally across all customers. To gain early access or request a demo, please contact your account manager.
Improvements
Expanded Custom Reporting Capabilities
- Three new data sources—emails, meetings, and tasks—have been added to custom reports.
- Users can now generate reports on all emails, meetings, and tasks logged in the system (in addition to emails).
- Reports can be visualized using preferred graph types, with the ability to add or remove data grids.
- Optional filters allow users to refine data by department and branch. More filters coming soon.
- Users can define report ownership and control who can view or modify reports.
- Fully customizable reporting enables users and managers to track trends in key business, operational, and sales activities (calls, emails, meetings, tasks).
Enhanced User Experience in System Reports
- Track the number of companies by pipeline stage and analyze trends using three chart types: Line, Clustered Columns, and Stacked Columns.
- Drill down into any data point to see detailed company breakdowns, including when they were moved to each stage, the date, and the responsible user.
