Make the most of the time you spend with customers using Workflows and Approvals.

Save time by automating your internal procedures and processes, including any additional approval steps required to keep things moving.
 
 

Make service agents more productive by automating workflows.

Eliminate manual and repetitive chores by automating manual tasks. Workflow speeds up your work by automating email responses, field updates, and task assignments.

Visually create any process with drag-and-drop simplicity.

Design entire processes in one place with the powerful Process Builder, a point-and-click interface that you can use to create and update records, log calls, send emails, launch workflows, and lots more.

Keep cases moving by simplifying approvals.

Automate your business request approval process. Specify a sequence of steps that are required to approve a record, including whom to ask and what to do at each point of the process.

See the features that help agents help their customers.

Get a closer look at the world’s #1 CRM for service.