Creating individual workflow processes and define detailed automatization tasks for your CRM. Break out of the standard Sugar workflow frame and extend your CRM with your very own, personal BI. No need of hiring external consultants doing your customizations; stop dealing with compatibility problems and communication issues that come with it. Save money and get done faster! Keep your CRM as it is meant to be, your CRM!
This add-on provides you with the general workflow capabilities of Sugar plus a bunch more features, to setup your CRM just the way you need it for your business. Depending on your network configuration (infrastructure) you can create continuous workflow queues, complex record comparisons, new alignment of data and nested task flows triggered step by step.
3 Steps to sugar up your CRM
- Define your workflow via the Task Engine
- Specify which conditions will trigger it
- Create which actions should be executed upon that trigger
The process is really that easy!
Advanced Tool for Power Users
Please be aware that you will need sufficient skills at SugarCRM of understanding the internal workflow structure defined by our business processes. Further you will need certain knowledge of involved entities and its field setups. This add-on is mostly designed for implementors and application administrators.
See it in Action
Are You Using SuiteCRM?
If so, you can find the SuiteCRM version of Workflow Task Engine on the SuiteCRM Store here.
Other add-ons of interest
Leverage checklists to help your users organize personal, project, priority or any other list of tasks that need to be done on time. It will help your users stay organized throughout the day.
Have calculated fields and logic hooks that your business depends on for reporting and business logic. Unfortunately those rules only run when a record is saved. Background Updater runs in the background to ensure your records are regularly updated so you can be sure your data is up to date.