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Easy Workflow

4.0Β· 12 reviews
Average ratingGreat
4.0/ 5

Based on 12 reviews

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Questions about Easy Workflow

Based on 12 reviews, listing data and website checks Β· updated yesterday

What is Easy Workflow?

Easy Workflow is an app designed to create workflow rules for Contacts, Leads, Accounts, Opportunities, and Opportunity Products within Salesforce. It allows users to trigger email alerts, assign tasks, and update fields, and includes custom fields like 'All Completed Tasks' and 'Recently Modified Task' to enhance task-driven workflows.

Which Salesforce editions does Easy Workflow support?

The platform is specifically built for Salesforce Professional Edition organizations, though many Enterprise Edition users also utilize its custom fields to improve their task management processes.

How much does Easy Workflow cost and where are payments processed?

The service costs $79.99 per month and provides professional edition workflow capabilities to the entire company. All payments are processed securely through the Salesforce AppExchange.

How do the custom fields help with task automation?

Users can easily trigger workflow actions when specific tasks are completed or when a task reaches a certain status, using features like the 'Last Completed Task' field to automate responses.

What do most reviewers appreciate about Easy Workflow?

Reviewers consistently praise the platform for being intuitive, user-friendly, and for having a responsive customer support team that quickly resolves queries and issues.

How does Easy Workflow improve team productivity?

The app simplifies project management by streamlining processes and improving overall productivity, making it a popular choice for teams looking to organize their workflow efficiently.

What specific workflow scenarios does Easy Workflow handle?

The software is particularly helpful for organizations that need to bypass workflow rules when importing data or trigger rules based on specific date functions.

Is there a complex pricing model or multiple tiers?

The platform offers a simple pricing structure with a single tier, making it accessible for businesses of various sizes without hidden fees or complex plans.

When was Easy Workflow founded and who owns it?

The company was established in 2021 by Integrated Apps LLC, as indicated by the copyright information found on their website footer.

How can users learn to use the platform?

The website provides tutorials and an intro video to help new users get started with creating Salesforce workflow rules quickly and effectively.

What is a key limitation of standard Salesforce Professional Edition that this app solves?

The app allows administrators to create unlimited workflow rules, which is a key feature for efficiency in Professional Edition orgs where this capability might otherwise be restricted.

Does the app include specific tools for data import?

The platform includes a 'Bypass Workflow Rules When Importing' feature, which is essential for maintaining data integrity during bulk data migrations.

What gap in Salesforce functionality does this app fill?

The platform is designed to be a missing piece of the puzzle for Salesforce Professional Edition, filling gaps in automation capabilities.

How flexible is the workflow customization?

The app's features are highly customizable, allowing teams to tailor workflows to their specific operational needs and project requirements.

How can I contact Easy Workflow?

You can reach Easy Workflow by e-mail at support@easyworkflow.co.

AI-generated from reviews on this page. Verify anything important with the company directly.

Edward Steer
Reviews 1

Easy Workflow is a fantastic tool that has helped us streamline our project management. The platform is intuitive, and the customer service team has been incredibly helpful. I would highly recommend Easy Workflow to anyone looking to improve their workflow processes.

Mike Justice
Reviews 1

Easy Workflow is an amazing company to work with. Their website is user-friendly and their customer service is top-notch. I have been using their services for a while now and I am extremely satisfied. The Easy Workflow team always goes above and beyond to meet my expectations.

Cantrina Dent
Reviews 1

Easy Workflow has been a game-changer for my team. We were struggling with our workflow before, but with Easy Workflow, everything is streamlined and efficient. The features are comprehensive and the customer support is excellent. I can't recommend them enough!

Rene Sandoval
Reviews 1

We have been using Easy Workflow for a few months now, and it has drastically improved our productivity. The platform is easy to navigate, and the collaboration features are excellent. I highly recommend Easy Workflow to anyone looking to streamline their workflow.

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About Easy Workflow

Easy Workflow is an app to create workflow rules for contacts, leads, accounts, opportunities, and opportunity products.

As a software development company, Easy Workflow uses Salesforce itself to see and understand what’s necessary to get the job done.