Custom Workflows
Dream-it-&-build-it with our revolutionary drag-and-drop flowchart engine. Instead of spending hours in the interface looking for account opportunities, you can build a flowchart to do the heavy lifting FOR you. In fact, any management process you’d normally do can be automated via our patented engine. And even better, you can template that process and roll it out to all your accounts, or to your entire agency.
Our flowcharts give you all the power of scripts, without any of the coding and without any of the limitations. It’s like Lego for managers; limited only by your imagination.
