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Home Workflows General (or Role)

CRM

Workflows to suit those working in a Customer Relationship Management Capacity

    In the event you couldn't find what you need, please fill out the below form for our Documentation Team.

    Managing Arrears Made Easy

    At the end of these steps, you will have checked your clients outstanding balance and emailed their outstanding invoices

    Website Enquiry Imports

    Learn how to set up web forms to send sales leads directly to AroFlo

    Set up an email or SMS to remind clients about jobs

    At the end of these steps, you will have set up Schedule Reminders to keep your clients in the loop

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