Server-enforced business rules
The rule holds on every channel.
Web, API, import, integration or sync — the server enforces it. Not UI sugar.
Rule dry-run tester
See the effect before it is live.
Run a draft rule against a real record and read exactly what would happen.
Approval processes
Sign-off, built into the record.
Multi-step approvals route by amount, role or territory — with a full trail of who approved what.
Approvals console & bulk actions
Clear the queue in minutes.
Approvers see everything waiting in one console and act on many records at once.
Scheduled jobs & cron builder
Recurring work runs itself.
Nightly recalculations, weekly digests, month-end jobs — scheduled with a readable cron builder.
Job run ledger
Every run, on the record.
Each execution logged with outcome and duration. When something did not run, you can prove it.
Deduplication & merge
One customer, one record.
Match rules surface likely duplicates; compare-and-merge keeps the history of both.
Macros
Ten clicks become one.
Bundle routine updates into a single action reps trigger from the record.
Resumable workflows
Long processes keep their place.
Workflow automation spanning days picks up where it left off — across restarts and handoffs.
Field-change triggers
React the moment data moves.
Fire automation when a field crosses a threshold or changes hands — no polling.