Any action in system can trigger automatic sequences. For example, dispositioning a call as a Sale, automatically sends a thank you e-mail, and schedules a follow up call by the salesperson two-days later.

Ensure every step of a process is followed by using automated workflows. For example, if you need a copy of 3 months’ payslips and a form of ID, you can create automatic rules to ensure the order can’t be progressed until all the documents have been received.

You can write custom functionality in our low-code JavaScript environment, enabling you to create unparalleled levels of customisation of every aspect of the platform.