Integrations & Workflows
Create unique workflows across all your business tools with trigger events pushing in and out of CalendafyCRM.
Our automation experts will build them for you and give you tips and tricks on best practice processes.
Productivity Gains
Increase productivity across your business immediately and remove manual administration work thanks to powerful automation system. Focus on the work that makes the difference, while we look after the boring tasks.
Reduce Costs
CalendafyCRM users often find they can remove some of the existing tools in their business due to the automations and integrations we build that are more specific to their business processes. This typically reduces the need for multiple software subscriptions.
Better Experiences
Delight your customers with a seamless customer experience whenever they interact with your business. Whether they are dealing with a salesperson, buying through your website or visiting in-store, give them a personalised, thoughtful experience.
CRM + Integrations + Workflows = 😍
With detailed information about your customers being pulled/pushed to and from all your other business tools, CalendafyCRM becomes the hardest worker of your business.
When these workflows are integrated with all the other tools in CalendafyCRM, it allows for significant reduction in manual admin, increases customer satisfaction and lets your team focus on work that makes the difference.
Empower your team to be their best with automations and workflows that help them.
Take customer experience to a new level
Create seamless experiences from the moment your customers first interact with your business. Send timely communication based on certain trigger events and keep your brand top of mind when it matters most.
It may look and sound complicated, but don't worry. We'll guide you on best practices, and set them all up for you, for free!
Generate more revenue with automated customer journeys
Increase average customer spend by offering other services or products when they are most likely to buy.
Create journeys that engage your customers with your brand multiple times throughout their buying process.
Data Sync
CalendafyCRM data is powerful standalone, but when integrated with your other business tools, it becomes the single source of truth for your business. Real time information on sales, marketing and operations.
Smart Triggers
Create automated rules or conditions within CalendafyCRM and when met, specific actions get initiated. Created triggers for event such as customer behaviour, system events, or data changes within the CRM or other business tools.
Invoice Automation
Integrate with popular accounting software such as Xero, MYOB and more. Define events that trigger invoice generation, or data pushes, such as the completion of a sale, delivery confirmation, or quotes received over the phone.
Want to learn how Integrations and Worfklows could work in your business?
Meet with one of our expert team members, who can give you a tailored demonstration of CalendafyCRM based on your business requirements.
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