Stages built around the way you sell and deliver, and emails that reach the client at the right moment, without anyone thinking about it. The workflow attaches to the Projects module, and it is set up in your words: not in ours.
Request received, follow-up, visit scheduled, contract signed: every stage carries its own name, its description and its action button. It is your process, not a mould.
"Client reached" moves toward the visit, "No answer" goes to follow-up. The real path of a sale is not a straight line, and neither is the workflow.
The acknowledgement, the quote sent: written once, delivered to the client the moment the file crosses the stage. Nobody has to remember.
The client's first name, the project address, the amount sold: the email fills itself in with the real information from the file.
Every template previews filled in with a real file from your platform: you see exactly what the client will receive.
Internal emails on top of the client ones: a visit reminder to a colleague, sent at the right moment, with no memo to write.
The workflow is not one more module: it is a specialized tool that grafts onto the Projects module. We build it with you at setup, around the way you actually sell and deliver. Then it moves every file along the same way, no matter who is handling it.
The workflow editor lives in the Administration section of the demo. No account, fictional data: move stages around, look at the email templates, you cannot break anything.