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A visual step-by-step workflow process with required columns and custom permissions in each step.
Try it for free
How does it work?
Workflow has 3 major functionalities:
01
02
03
Structured workflow - Set a mandatory order in the status column labels.
e.g: I want every sales opportunity to go through this process:
lead -> qualification -> closure (no way to skip qualification)
Required columns per each step, will not let the user go to the next step without populating selected columns.
e.g you cannot finish the qualification stage without filling the timeline column
Permission settings to your process, allowing only permitted personnel to perform a specific step.
e.g only manager can approve a special discount
Tutorial
Videos
Workflow Configuration Tutorial
HR Recruiting
Pricing
Medium
Up to 500 actions per month
Large
$180 per month
($1800 billed annually)
Small
$100 per month
($1,020 billed annually)
XL
$360 per month
($3600 billed annually)
$650 per month
($6240 billed annually)
XXL
contact
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