Automation

In business, there are numerous everyday activities and processes that need to be done and when automated will save time and effort. For example, a sales manager may be required to assign the leads to various sales reps based on certain criteria. Also, you may need to send pre-sales and post sales follow up emails to customers at scheduled intervals.


Get rid of payment reminders, receipt, etc. AcuSales does automatic reminders to customers for the most important tasks. Automation can be setup on Reminders, Notification, Alert etc.


AcuSales gives you the option to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. You can choose from set of workflow rules and associate workflow alerts, tasks and field updates with them.