Alerts & Workflow
Monitor and respond to critical business conditions with real-time alerts. KnowledgeSync is your invisible assistant, monitoring your business for events and conditions that require your awareness and immediate response. Identify the elements that are crucial to the success of your business and trigger personalized alerts about any changes via email, fax, pager, cell phone and screen pop-up. Dynamically analyze data between multiple business functions (e.g., Accounting, Inventory, and CRM) and take the right action quickly.
Automate delivery of forms, documents, and reports to clients and staff
Schedule follow-ups to ensure actions are taken and tasks completed
Automatically respond to incoming email messages and Web form submissions
Execute workflow to deliver invoices and purchase orders, and schedule intelligent follow-ups