Workflow Automation
Workflow Automation That Runs Your Business — Not the Other Way Around
WHSuites brings powerful automation directly into your CRM, which is built for businesses of all sizes. WHSuites handles the handoffs, follow ups, approvals and alerts automatically while reducing wasting hours on repetitive manual tasks. Your team can focus on closing deals while workflow automation software takes care of the rest. WHSuites is a full CRM software with workflow automation built inside it and every automated action is connected directly to your leads, contacts and deals to provide your team with complete context without any extra effort.
- Trigger-Based Automation Rules
- No-Code Workflow Builder
- Real-Time Execution Logs
Teams Using WHSuites
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Task Completion Rate
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Average Rating
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From Manual to Automated — In 5 Simple Steps
To set up WHSuites’ workflow automation you should follow the clear and step by step process given below that gets your team out of inbox firefighting and into structured, scalable operations.
Define Your Trigger
Map out what action will initiate your automated flow. This can be an event like a lead being added to your CRM or a timing event, such as having an appointment on your calendar at a specified time. WHSuites provides complete flexibility for all your automation rules.
Set Conditions
Narrow down your automated flows using advanced filters. For instance, you can set a flow to run only on leads that are in the "Pharma" industry or on deals that exceed a predetermined dollar amount in combined value.
Choose Actions
Decide what will happen after the trigger event. You can assign tasks, create email messages, modify fields, notify team members or initiate a follow-up. WHSuites' business process automation tool allows you to create multi-step action sequences.
Set Priority & Timing
Control delays in between action steps; determine escalation policies; and set up automated reminders at custom intervals (daily, hourly, or exactly when the deadline occurs). There will be no missed appointments and/or tasks due to not knowing the proper timing.
Track & Optimise
Every time your workflow runs, WHSuites captures all data in real-time, which allows you to analyze workflow performance to determine areas for improvement and address any transaction delays. you can track your data of all your projects real time.
Ready to Automate Your Workflows?
Join 12,000+ teams already using WHSuites CRM to eliminate manual work.
Everything You Need to Manage Workflows Like a Pro
Workflow Automation using WHSuites is much more than a simple automation engine — it is a powerful & full featured workflow automation platform that connects every action automated to your leads, contacts and pipeline stages. Whether you are automating lead assignments, sequences for following up, or approval processes, WHSuites will ensure that everything remains linked and visible.
No-Code Visual Workflow Builder
Create unlimited automation processes relative to any stage in your pipeline using an easy drag-and-drop workflow automation designer — WHSuites will create multi-step processes without having you write one line of code. When you build your automated processes using WHSuites’ automated workflow designer, you can incorporate conditions/delays/actions/branches all within one visual environment.
Smart Auto-Assignment
Automate how your assignments (tasks and leads) and assignments for team members occur, utilizing WHSuites’ Business Process Automation Engine, enabling you to assign to the right person at the right time without any manual delegation or back-and-forth communication from the assignment delegatee to you. Each assignment triggers an automatic notification sent to the person assigned the task.
Workflow & Performance Reports
Use the WHSuites reporting suite to obtain 100% visibility of the automated workflows you create with WHSuites by tracking automation success rate (execution), flagging failed automations, measuring time from start to completion, and identifying bottlenecks in your automated processes, all from one dashboard; then use the information from the instant reporting of your workflows to make proactive decisions.
Smart Automation Rules — Get the Right Action Done at the Right Time, Instantly
Many businesses lose revenue due to the failure of manual handoffs. WHSuites’ workflow automation software comes with an intelligent rule engine that considers lead stage, team role, deal value, time elapsed, and custom conditions before firing any action.
- The ability to create auto-triggered workflows whenever there is a CRM transaction or based on custom business requirements.
- Assign leads, tasks, and follow-ups from all your devices, regardless of whether it is on a desktop, tablet or mobile device.
- Implement multi-step workflow sequences concurrently for different leads/deals; this allows your team to work more efficiently.
- Reassign or reroute workflows with one click and have a complete audit trail of the reassignments.
- Send alerts automatically for each workflow step to all who are within the workflow.
- A native software solution for workflow automation; this means no need for additional plugins for third-party integration.
Trigger & Timing Control — Never Miss an Automated Action Again
Missed follow-up operations cost approximately 30% of lost transactions. WHSuites' automated workflow software provides your team with everything they need to create precise timing controls and deliver the correct automated message/action to the correct contact at the correct time.
- Event-based drivers: New Lead, Stage Change, Form Fill/Mail, Inbound Call, Deal Updates, etc.
- Activity-based drivers: Delay for one hour, Tier Time For One Day; schedule one week later; several occurrences.
- Escalation rules: Automatically escalate overdue workflows to a manager with customer-specific escalation thresholds.
- Status is shown as colour-coded for each workflow: Active, paused, complete, or failed. The colour codes are visible at a glance.
- Calendars can sync with Google and Microsoft calendars for automation requiring specific dates.
Data That Proves the Difference
Real Results From Real Teams Using WHSuites Every Day
50%
Less time spent executing workflows by teams using WHSuites workflow automation, reduces 50% use of manual tools.
3x
More accountability for each team member through the automated workflow process. No more “guessing” about who did/did not do what.
65%
fewer opportunities for lost customer follow up via automated reminders/triggers from WHSuites’ workflow automation solution.
12,000+
Teams currently using WHSuites: companies like your own have chosen WHSuites as their preferred choice for workflow automation.
Manage Workflows Anywhere, On Any Device
Keep all your work moving forward no matter where your teams go Your business does not stop just because someone leaves the office to perform their business duties — WHSuites does not stop working because someone leaves the office, too! As such, WHSuites’ workflow automation solutions have been designed to be completely responsive on mobile devices so team members can access their automated workflow regardless of whether they are sitting at their desk working on it, meeting with customers, or out in the field working on their mobile devices.
Desktop
Utilize the full capability of WHSuites’ workflow builder tools; view all executed tasks logs, manage all multi-step automation rules and analyze all analytics dashboards in one centralised location. All these functions will assist the admin and team lead personnel to set up or refine the development of any aspect of their company’s automated workflow processes.
Tablet
Review live workflow statuses, approve escalations, and reassign automated tasks on the go. Perfect for managers visiting sites or clients who need to manage their team's workflows in real-time.
Mobile
Receive instant push notifications when a workflow fires, tap once to update a status, and trigger a manual workflow override from an iOS or Android device. Built for field salespeople to ensure that their CRM automation is always close by.
- iOS
- Android
- Web App
- Chrome Extension
FAQs About WHSuites Workflow Automation
Everything you need to know about WHSuites Workflow Automation.
Workflow automation allows companies to automate repetitive tasks and business processes using software. WHSuites has built-in workflow automation through its CRM that enables companies to automate lead assignments, follow-ups, reminders and deal updates, while keeping all customer data connected in one place.
Unlike many other standalone tools, WHSuites has workflow automation integrated into the CRM, giving companies the ability to create, manage and track their workflows without depending on third-party integrations or switching platforms.
Yes! WHSuites provides a no-code drag-and-drop workflow builder which allows users to easily create automated processes, triggers and actions, without the need for technical expertise.
WHSuites offers a variety of processes that can be automated which include lead assignment, task creation, email follow up on tasks, SMS follow up on tasks, updating deal stages, reminders/notifications regarding a task, escalated alerts about overdue workflows, and updating custom fields in a record.
Yes, WHSuites allows for the use of user configurable reminders and escalation alerts to ensure that overdue tasks are completed on time and that all leads who have not been contacted on time will be contacted as well.
Yes, users have access to WHSuites from both an iPhone and an Android device which allows them to manage their workflow, receive notifications, and update deals regardless of where they are.
Yes, WHSuites supports automation of your workflows across departments by providing you with role-based workflows, team specific rules, and centralized reporting so that team members can better collaborate with each other on tasks assigned to them and manage them effectively.
