What is workflow automation in CRM?

Workflow automation in CRM (Customer Relationship Management) involves automating routine tasks and processes related to managing customer interactions, such as lead tracking, follow-up reminders, and customer communication. Automating these tasks helps organizations manage customer relationships more effectively and ensures that no opportunities are missed.

Workflow automation in CRM also improves efficiency by reducing the time spent on manual tasks and ensuring processes are consistently followed. Kissflow can integrate with CRM systems to further enhance workflow automation, allowing businesses to streamline their customer relationship management processes and improve overall efficiency.