Step into the modern world with
Workflow Automation
At FastDox, our all-in-one suite of solutions is designed to facilitate this transformation seamlessly.
We’re trusted by many companies
Workflow Automation
As a competitive business, you cannot afford to be bogged down by manual processes, repetitive tasks, or cumbersome operations. That’s where the power of FastDox’s workflow automation and triggers comes into play. We understand the significance of optimising business operations, and our solutions are designed to bring a paradigm shift in how your organisation functions.
What is Workflow Automation?
What is Workflow Automation?
The Role of Triggers in Workflow Automation
The Role of Triggers in Workflow Automation
Want to find out more about Workflow Automation?
Key Features & Benefits
At FastDox, our all-in-one suite of solutions is designed to facilitate this transformation seamlessly. With a customer base that spans the globe and offices in the UK and Canada, we are committed to helping companies redefine what is possible. Whether you want to trigger different self-serve onboarding journeys at different times of the day, automate re-engagement with clients, trigger reminders, schedule appointments, complete KYC or automate annual reviews. All can be done with a with ease within the FastDox campaign and workflow management tools. The future of business lies in automation and intelligent systems. Workflow automation and triggers are not just a technological upgrade; they are an operational necessity. By adopting these systems, you are taking a significant step toward a more efficient, effective, and competitive business model.
Automating repetitive tasks frees up your employees to focus on more complex, value-added activities. This, in turn, can lead to increased productivity and a more efficient use of resources.
With the elimination of manual bottlenecks and instant data availability, decisions can be made instantly, keeping projects and tasks moving at an optimal speed.
Automated workflows are devoid of human error, ensuring that tasks are performed with a higher degree of accuracy. This is especially vital in processes that involve data entry, calculations, and compliance checks.
As your business grows, workflow automation and triggers can easily be scaled to meet increasing demands without requiring a proportional increase in manpower or resources.
Automated workflows come with the advantage of real-time tracking. You can monitor the progress of tasks, measure performance metrics, and derive actionable insights for continuous improvement.
Workflow automation enables better communication between departments or teams by standardising the procedures and making information readily available. This fosters a more collaborative work environment.
Automated customer service workflows triggered by specific customer actions lead to faster, more personalised service. For example, an automated welcome email can be triggered the moment a new customer signs up. The type of message and/or self-serve journey can adjust depending on the time of day, if a lead lands in the client management system out of hours it may be sent down a different journey than if it appeared during core working hours.
Digital Transformation is no longer a luxury but a necessity to ensure you remain competitive.
FastDox all-in-one platform
Our all-in-one platform combines the power of 20 products into one customisable and brandable system. We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Your questions answered
Your questions are important to us. Read our list of frequently asked questions to get the answers
you’re looking for. If you still need more information please give us a call on 0161 820 9313
What support do you offer to assist me and my team?
We provide a full consultancy service via our Customer Success Team. We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free. All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.
What other platforms does FastDox integrate with?
We have open API and Webhooks available, so providing that you have access to API keys and Webhooks, we can integrate with ease to any CRM.
How do you train me and my staff to use FastDox effectively
Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.
We will conduct training on-site or remotely – it’s entirely your choice.
Once the initial training is completed, you will have access to your bespoke explainer and training videos.
These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.
FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.
When will the billing commence?
Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.
If I want further developments or improvements of FastDox who do I contact?
You will be assigned a dedicated Account Manager; their role is to ensure that you are getting as much out of FastDox as possible.
They will be in regular contact and will keep you posted with further releases and new modules.
Your Account Manager can be contacted by phone, email and live chat. We are not faceless and are always happy to chat!
Any technical questions can be asked through our Service desk available 12 hour per day Monday to Friday
How quickly can you get me and my team up and running with FastDox?
We have a large in-house development team, we can set companies live inside of 24 hours. We can work as fast as you need us to.
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
- FastDox are committed to protecting your privacy
