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IT Services
Standardized Workflows in Cluvix CRM: From Data to Insights
Explore the end-to-end workflow to input, process, and report within Cluvix CRM.
The workflow follows the principle of clean input → automated processing → clear reporting. Users can configure approvals, auto assignments, and threshold-based alerts. Notable Capabilities Automation: reminders, routing, notifications. Granular permissions: roles, groups, branches. Custom reports: multi-filters, CSV/XLSX/PDF export. Every action is logged for traceability and audit readiness.CRM Deep-DiveLead/Deal pipeline managementOmnichannel automation triggers360° customer profiles
2025-08-30 14:56:05
