Succesful business coach & ActionCOACH Heather Yakes from ActionCOACH in Columbus, OH identifies workflows as an essential CRM tool. “Soffront has a great workflow management and task system. So I can very easily go in and set exactly my sales process, my workflow and it (soffront) automatically will generate the task for me, when I apply a certain client, a lead or prospect within that workflow. So it’s telling me exactly what to do, I don’t have to think about it!”

To read more about workflows please check out our knowledge base on workflows here