Workflow automation

Business Process Management

BPM turns informal handoffs into executable workflows with steps, owners, deadlines, approvals and audit history.

Start with one repeatable approval or handoff. Later connect BPM across CRM, finance, documents, projects and operations.

Maturity: production ready

Problem this module solves

BPM turns informal handoffs into executable workflows with steps, owners, deadlines, approvals and audit history.

Who it is for

  • Operations managers
  • Process owners
  • Compliance teams
  • Implementation partners building repeatable playbooks

What you can do in the free version

  • Create simple process templates and task flows.
  • Assign owners and statuses.
  • Use starter queues for manual follow-up.

Example workflows

Core workflows
Operational dashboards

Recommended connected modules

Common next module

Documents

Use this when the first module starts producing records that need approvals, evidence, automation or follow-up.

Related packages if available

Screenshots or UI proof

Representative interface proof for planning, workflow and rollout discussions. Availability can vary by pilot scope.

BPM dashboard
BPM dashboard
Process templates
Process templates
Create flow
Create flow

Plans for Business Process Management

Sorted from cheapest to most expensive.

View full pricing →
Silver - BPM
10$/user monthly
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 200 Clients
  • 1 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 512 MB Secure storage
Guided Trial - BPM
Free
  • 10 Workflows
  • 10 Flows
  • ∞ Projects
  • 500 Clients
  • 5 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 1024 MB Secure storage
Consultation - BPM
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage

Start Business Process Management with a focused path

Begin with the free setup, choose a plan when you need automation and reporting, or ask us to configure the first workflow with your data.

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