WestEnd Workflow Overview

WestEnd Workflow is a versatile customer relationship management (CRM) software designed to help businesses manage interactions with clients and optimize workflows. The platform enables users to track leads, monitor sales pipelines, and automate customer follow-ups. With its intuitive interface, WestEnd Workflow allows businesses to store and manage customer data securely, ensuring that all interactions are logged and easily accessible. The software offers customizable workflows to automate routine tasks such as sending emails, scheduling calls, and managing service requests. WestEnd Workflow also integrates with other business systems, such as email marketing and accounting tools, providing a seamless experience for users. The platform’s reporting features give businesses valuable insights into customer behavior, sales performance, and marketing effectiveness. Whether for small businesses or large enterprises, WestEnd Workflow helps improve customer relationships, enhance sales processes, and increase operational efficiency.

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Contact Details

  • Vendor Name WestEnd Software
  • Founded
  • Location United States

Support

    NA


Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Financial Services, Information Technology & Services

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WestEnd Workflow Features

  • Arrow Icon Surveys & Feedback
  • Arrow Icon Product Lifecycle Management
  • Arrow Icon Single Sign On
  • Arrow Icon Real Time Updates
  • Arrow Icon Communication Management
  • Arrow Icon Deadline Management
  • Arrow Icon Release Planning
  • Arrow Icon Activity Dashboard
  • Arrow Icon Projections
  • Arrow Icon Document Storage
  • Arrow Icon Idea Management
  • Arrow Icon Customer Journey Mapping
  • Arrow Icon Task Management
  • Arrow Icon Multiple Projects
  • Arrow Icon Product Roadmapping
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Project Workflow
  • Arrow Icon Project Time Tracking
  • Arrow Icon Resource Management
  • Arrow Icon Status Tracking
  • Arrow Icon Project Tracking
  • Arrow Icon Calendar Management
  • Arrow Icon Prioritization
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Planning Tools
  • Arrow Icon Milestone Tracking
  • Arrow Icon Requirements Management
  • Arrow Icon Project Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Real Time Data
  • Arrow Icon @mentions
  • Arrow Icon Email Management
  • Arrow Icon Approval Process Control
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Calendar Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon No-Code
  • Arrow Icon Email Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Real Time Reporting
  • Arrow Icon Rules-Based Workflow
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Task Management
  • Arrow Icon Search/Filter
  • Arrow Icon Monitoring
  • Arrow Icon Progress Tracking
  • Arrow Icon Document Management
  • Arrow Icon Drag & Drop
  • Arrow Icon Template Management
  • Arrow Icon Workflow Configuration
  • Arrow Icon Business Process Automation
  • Arrow Icon Commenting/Notes
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Forms Management
  • Arrow Icon Project Workflow
  • Arrow Icon Version Control
  • Arrow Icon Completion Tracking
  • Arrow Icon Team Collaboration
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Electronic Signature
  • Arrow Icon Workflow Management
  • Arrow Icon Digital Signature
  • Arrow Icon Data Extraction
  • Arrow Icon Customizable Branding
  • Arrow Icon Pre-built Templates
  • Arrow Icon Approval Process Control
  • Arrow Icon Full Text Search
  • Arrow Icon Document Storage
  • Arrow Icon Reminders
  • Arrow Icon CRM
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

WestEnd Workflow Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

WestEnd Workflow FAQs

WestEnd Workflow is a versatile customer relationship management (CRM) software designed to help businesses manage interactions with clients and optimize workflows. The platform enables users to track leads, monitor sales pipelines, and automate customer follow-ups. With its intuitive interface, WestEnd Workflow allows businesses to store and manage customer data securely, ensuring that all interactions are logged and easily accessible. The software offers customizable workflows to automate routine tasks such as sending emails, scheduling calls, and managing service requests. WestEnd Workflow also integrates with other business systems, such as email marketing and accounting tools, providing a seamless experience for users. The platform’s reporting features give businesses valuable insights into customer behavior, sales performance, and marketing effectiveness. Whether for small businesses or large enterprises, WestEnd Workflow helps improve customer relationships, enhance sales processes, and increase operational efficiency.

  • No, WestEnd Workflow does not offer a free version.

  • Yes, WestEnd Workflow offers a free trial.

  • No, Credit Card details are not required for the WestEnd Workflow trial.

  • No, WestEnd Workflow does not offer an API.

  • WestEnd Workflow offers training with the following options:
    • Documentation

  • WestEnd Workflow supports the following languages:
    • English

  • Following are the typical users of the WestEnd Workflow:
    • Self-Employed , Small-Business , Midsize-Business

  • WestEnd Workflow supports the following deployment:
    • Cloud Hosted

  • WestEnd Workflow supports the following devices and operating systems:
    • Web-Based