Description

Brief description

Workflow Automation module is a powerful and intelligent extension designed to streamline business processes, reduce repetitive work, and ensure consistency across the entire Perfex CRM ecosystem. By combining advanced workflow management tools with deep integration into both core CRM entities and extended business modules, it enables organizations to optimize operations, boost productivity, and maintain greater control over their processes.
With comprehensive features, robust integrations, and a user-friendly designer, this module transforms Perfex CRM into a true process-automation powerhouse—driving efficiency, consistency, and agility across the organization.
This module integrates the objects, data, actions of core Perfex CRM (Sales, Customers, Leads, Expenses, Contracts, Projects, Tasks, Support,…) and the modules below (if they are already activated):

• Recruitment Management module for Perfex CRM
• HR Records Management module for Perfex CRM
• HR Payroll Management module for Perfex CRM
• Timesheet & Leave Management module for Perfex CRM
• Inventory Management module for Perfex CRM
• Purchase Management module for Perfex CRM
• Manufacturing Management module for Perfex CRM
• Omni-channel Sales module for Perfex CRM
• Fixed Equipment Management module for Perfex CRM
• Fleet Manageemnt module for Perfex CRM
• Customer Service Management module for Perfex CRM