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Workflow Management

Automate your sales, marketing and business processes through standardise working methods. The system will automatically assign tasks to the users. Sending personalised e-mail when rules are triggered which are based on the criteria defined in the workflow rules and update certain fields. Workflow management improves efficiency, business processes and reduces operating cost.

Workflow Rules

Workflow Rules(follow-ups) are a set of actions and effective only if associated with Workflow Alerts, Workflow Tasks and Workflow Field Updates. The actions that are triggered when creating or modifying records where the specified conditions are met.

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Workflow Tasks

Tasks are assigned to the users when the associated workflow rules are triggered. Likewise when CRM records are created or modified, the workflow rules are activated to create new tasks for the users.

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Workflow Alerts

Workflow alert(personalise alerts) comprises of an email template. You can use the pre-defined email templates and personalised emails are sent to all the recipients when the associated workflow rule is triggered.

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Time-based Actions

Schedule and trigger workflow actions such as notifications, task assignments and field updates on a specified time after the rule executed. Close more deals in less time!


Webhooks allows to notify other Web services (third-party applications) everytime an event occurs in SkyDesk CRM. For example closing a business deal, create a new contact or update of a customer request by sending instant notifications.

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Go Mobile

Access tools and manage customer information on the go. Because SkyDesk CRM is a Cloud-based system, you can check on sales activities in real time.

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