Save time by automating processes on the platform using Workflows and Approvals.

Make the most of time you spend with customers. Speed up internal procedures and processes, including every step are required to keep cases moving along.

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.

Faster, smarter customer service starts with a free trial. (Yep, free.)

You can start delivering lightning-fast customer service in a few easy steps. Plus, access our Success Community to learn from other users, and more.