Sales Automation

Automate all your sales processes with CleverApps powerful automation features.

Defining 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.

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