WORKFLOWS.

Power & Automate with Workflows

Workflows to power every part of your business

Workflows are the backbone of your business. They allow you to automate processes that would otherwise be manual. They create efficiency and consistent experiences while streamlining your internal processes. Credema’s Workflow Manager is a powerful tool to help you set up effective sales and marketing processes.

Workflows to power every part of your business

What can a Workflow do?

  • Send emails and SMS/MMS messages
  • Start, stop, pause, or resume a journey
  • Add and/or update contact data
  • Add to or remove contacts from a group
  • Add/remove tags
  • Charge a card
  • Trigger a CRM activity like a follow-up
  • Send a document for signature
  • Create or edit an opportunity
  • Send a quote or invoice
  • Alert someone on your team by email or text
  • Start a drip campaign
  • And more!