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SuiteCRM Workflows

suitecrm workflows

Your business is unique and it requires unique workflows. SuiteCRM default workflows offer limited functionalities and do not have the capability to achieve complex operations. Following are some examples of the customizations which are not possible using SuiteCRM default workflows but Rolustech has implemented through custom coding:

  • Time based scheduled triggers
  • Sending information to records (via SMS or Email) after record update
  • Bi-directional record synching with third party software
  • Email alert to SuiteCRM admin on duplicate record creation
  • Automatic event creation on SuiteCRM Calendar when appointments/tasks/meetings are associated with records
  • Automatically moving records to the next step (in the user defined business process) on Status update
  • Automatic task logging

Rolustech has worked on over 500 CRM implementations from wide-ranging industry verticals in the past 10 years and has over 100 SuiteCRM experts who can achieve any complex business requirement through custom coding in SuiteCRM. No matter how complex or unique your business workflows might be, we have the expertise to deliver the perfect SuiteCRM solution for your business.

Schedule a call with us today to discuss your business needs with our expert SuiteCRM consultants!

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