SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.
SmartSuite helps coordinate people and work across all levels of an organization to ensure that team members have the information they need to accomplish the work that matters most. Team members can create the perfect workflow in minutes or choose from over 200 industry leading templates that can be quickly tailored to their exact needs. From simple to complex and everything in between, we have you covered!
About Flow XO
Flow XO is a platform that allows users with no technical experience to build sales and marketing workflows on top of their existing cloud applications.
Each supported service is built as a module which is called by the Flow XO core. A service is split into separate methods, and each method is either a trigger (looks for new records, or receives new records via a webhook) or an action (creates, updates or deletes records).
It builds workflows quickly and easily,with simple workflow designer, even for novice users.
Features
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
Data Visualization
External Integrations
Inventory Tracking
Notifications
Project Management
Supplier Management
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Process Modeling
Process Reporting
Access Management
Status Notifications
Reports
Features
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
Data Visualization
External Integrations
Inventory Tracking
Notifications
Project Management
Supplier Management
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Process Modeling
Process Reporting
Access Management
Status Notifications
Reports
Summary
Increase the productivity of teams by empowering them to create, automate, manage projects and processes that support the way they want to work.
Keep an eye on your team's progress and workload. Get real-time charts and other visual highlights to share status, spot potential problems, and keep work on track.
Provide an intuitive, visual and modern way for your teams to work that promotes a culture of transparency and empowerment and helps to make work more rewarding.
Allow team members to collaborate directly in the context of the work that is being done and provide managers visibility to ensure success with team and company goals.
Use dashboards to build powerful unified views
Keep your teams aligned by displaying your data in the view type that best supports the work you are doing.
Available in 15 different languages
200+ pre-built templates
Use powerful sort, filter, and group features to tailor the displayed results and take advantage of inline edit capabilities to quickly make edits without the need to drill into records.
Gain insight into the performance of any team, process or project using data visualizations to understand relationships, evaluate dependencies, and track metrics that measure the state of your business.
Summary
Marketing: Drip marketing campaigns; Lead management; Post event follow up.
Onboarding: Claims handling; Order processing & approval; Welcome emails.
We have a small team of dedicated Workflow Management software enthusiasts. Tell us your requirements and we'll match you with the right expert who can help.