The epilot workflows are as individual as your business. You freely configure your workflow sections, individual work steps and automation rules. Whether B2C or B2B sales processes, qualification processes, installation processes, service processes or other processes.
After configuration, epilot shows you clearly what the status of your workflows is. You know at any time what your next task is, which tasks are due at what time and with what urgency, and you have insight into relevant to dos of your colleagues and partners.
With epilot, you automate everything that can be automated: For example, the assignment of tasks or the sending of messages. Or triggering actions in external tools. Manual work steps can also be partially automated using predefined task lists with the epilot workflow management software.
Configuration of process flows with sections and individual tasks.
Automatic assignment to employees, teams or partners. Indication of deadlines and urgencies.
Integration of automation rules in IFTTT logic: When trigger X happens, action Y is triggered.
Automatically send messages and generate documents using variable-based templates as part of workflows.
Triggering a specific workflow by purchasing or requesting a product or service.
Triggering a specific workflow by submitting a Journey.
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