The additional workflow module is perfect for organisations dealing with high volumes of recurring tasks. For example filing VAT declarations.
When setting up workflows you create an automated process of project specific tasks. Workflows help you to decrease the amount of clicks for certain projects. Yoobi CRM automatically start a sequence of tasks when you want it too. With the extensive possibilities you can create endless lists of tasks that need to be done.
Step by step
With each task you can define a description, status and type. Indicate the deadline and how long it takes to finish a task. Add notifications for finishing, changing or appointing a task. This way you build all your workflows step by step.