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Process Management

GoCRM process (workflow) management streamlines critical business processes within your business, providing the ability to apply standard, consistently-used sales process and methodology. As important GoCRM ensures follow-through.

Key Features

Alerts to employees and customers
Actions to update fields or create new records
Data and time-based triggers
Automated activity/task notification and routing
Pre-built workflows
Workflow Example - Unique Round Robin functionality only in GoCRM
 
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