Sales Automation

Automate all your sales processes with CleverApps powerful automation features.

Definition

Sales automation is a transformative approach that streamlines and enhances the sales process, allowing businesses to operate more efficiently and effectively. By leveraging technology and automation tools, sales teams can reduce manual tasks, minimize errors, and focus on building relations

Defining App Roles — Learn about the basics of roles and roles management.

Setting up Workflows — Get an overview of all available workflows and learn how to set up the right one.

Creating Rules — Create instructions to automate workflows and processes.

Configuring Templates — Speed up and standardize your sales automation with out-of-the-box and custom templates.