Agile platform for workflow automation and CRM

Intelligent business process management and low-code platform with out-of-the-box solutions and templates for sales and marketing

Automate and streamline your content approvals

Once a given draft has been fully marked up and is ready for final edit, an automatic alert can be sent to the editor. Editing need not be done inside the process; an external DMS can ensure greater accountability and transparency in the content creation process.

Streamline any updates to your website

By automating the website update process, both IT and marketing can be appropriately alerted when content review is necessary, and when materials are ready to be published to the Web. This helps ensure that the latest, approved information is in place before changes go live.

Manage social media marketing

Social media marketing campaigns that require specifically timed, coordinated, automatic tweets and posts to popular social media platforms can be managed through process applications.

Manage Opportunities

Capture prospect data on any device without the need for spreadsheets. Configure trigger alerts and follow-ups with ease and send auto-generated documents to extend the value of your CRM environment.

Instant Proposals

Auto-generate custom-branded sales proposals and expedite reviews, signatures, and approvals. Keep a secure audit trail of any revisions and gain key insights into the effectiveness of your process.

Contract Management

CRM integration uses your existing data to auto-generate contracts, securely store and route them to stakeholders for review, and eliminate approval delays with deeply integrated e-signature tools.

Great conversations start with ProcessMaker

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