Automate your business processes. Your agents execute, your teams create value.
Configure automated workflows to trigger the right actions at the right time: follow-ups, updates, notifications, task creation, email sending.
Workflow automation covers the entire customer cycle without a single line of code.
Manual processes slow your teams down and generate errors
Oversights and errors
Every manual repetitive task is a source of oversights. Follow-ups not sent, statuses not updated, missing notifications. Workflow automation eliminates these risks systematically.
Time wasted on admin
Sales reps tied up on admin tasks instead of selling. Without automated workflows, managers lack visibility due to missed updates.
Inconsistent processes
Follow-up quality that depends on individual diligence rather than systematic rules.workflow automation guarantees consistent handling regardless of the team member.
The measurable impact
0
oversights
Every action triggered automatically by the workflow.
Time
saved
Repetitive tasks handled by workflow automation.
Consistent
processes
The same handling regardless of the team member.
0
code
Workflow automation configured by business teams.
A no-code configurable workflow engine
Define a trigger, conditions and actions. No line of code required.workflow automation covers the entire customer cycle, from the first lead to contract closure.
Triggers covering the entire CRM cycle
Automated workflows trigger on any CRM event: new lead, stage advancement, contract signing, deadline expiry, email received, form submitted.
Every event becomes the starting point of an action sequence.
Multiple actions and process chaining
Automated workflows can chain multiple actions: assign a sales rep, send an email, create a task, update a status, simultaneously or sequentially.
Workflow automation orchestrates complex processes without human intervention.
Visibility and control over automations
Every automated workflows is readable, editable and paused without technical intervention.
The execution log tracks all triggers and results.
Workflow automation remains fully audited and controllable.
Related features
What our customers say
"The new system will enable everyone who is in contact with a client to have a 360° view of them."
"We chose efficy's platform for its multilingual capabilities. Regardless of their area of operation in the world, our sales teams now have a single interface."
"efficy's platform has given us global coverage, can be adjusted to meet new needs quickly and easily, and was able to adapt to the strong technical constraints of our Information System."
Make your data sources work for your CRM too
Your data deserves better than a manual update once a year.
Request a personalised demonstration and find out how to connect your CRM to the sources that make the difference for a reliable, fresh and continuously usable database.