Description
Workflow Automation module for Perfex CRM
Workflow Automation module for Perfex CRM is a powerful and intelligent extension designed to streamline business processes, reduce repetitive work, and ensure consistency across the entire Perfex CRM ecosystem. By combining advanced workflow management tools with deep integration into both core CRM entities and extended business modules, organizations can optimize operations, boost productivity, and maintain greater control over their processes.
Module Features
- Workflow Management:
- Global & Private Workflows: Create workflows visible to the entire organization (Global) or restricted to the workflow owner (Private).
- Bulk Actions: Enable, disable, export (Excel/PDF/CSV), duplicate, or delete multiple workflows at once.
- Filtering & Search: Quickly locate workflows by type (My, Global, All) or by status (Active/Inactive).
- Visual Workflow Builder:
- Drag-and-Drop Designer: Intuitive canvas for defining triggers, conditional branches (If/Else), and a sequence of actions.
- Error Handling & Notifications: Configure automatic alerts to the workflow owner when a step fails or the workflow is deactivated.
- Reusable Task Templates: Define common task structures that can be inserted into multiple workflows, reducing design time.
- Workflow History & Audit:
- Execution Logs: Detailed history view showing success/failure status, duration, and node-by-node results for every run
- Exportable Reports: Download execution history in Excel, PDF, or CSV formats for auditing and compliance.
- Pending & In-Progress Tracking: Monitor workflows waiting on external events (e.g., email delivery, API response).
- Task Templates Management:
- Central Library: Create and manage a library of task templates across departments.
- Category & Permissions Management:
- Workflow Categories: Organize workflows into logical groups (e.g., Sales Automation, HR Onboarding).
- Granular Access Control: Assign create/read/update/delete rights per workflow category, module, or user role.
