PLATFORM MODULE
Build Consistent Processes Around the Way Your Team Works
Growing teams need repeatable processes. Relecca workflow management lets organizations define structured business workflows using ordered steps, phases, colors, active states, and sorting.
Workflow Step Designer
Design processes to guide teams from deal creation to account management.
- Visual Steps: Create, reorder, and color-code procedural phases.
- Stage Classifications: Classify steps by active, won, lost, or pending states.
- Process Automation: Map basic automated triggers (e.g., auto-creating review meetings and backlog tasks when negative feedback is analyzed).
- Scope Boundaries: We focus on structured operational rules. Advanced AI agent automation features are planned for future versions.
Ready to configure Workflow & Automation?
Get started in under 5 minutes. Import existing CSV lists or invite your team.
Live Interactive Sandbox
Interactive Workflow Designer
Customize operational steps and flow order for onboarding or sales processes.
Phase 1
Client Intake
Collect lead background details and web form submissions.
Phase 2
Discovery Call
Review service expectations and set up initial proposal parameters.
Phase 3
AI Feedback Analysis
Analyze customer sentiment on won/lost outcomes to auto-schedule remediation tasks.
Phase 4
Onboarding Handoff
Welcome email sync, team dashboard roles, and kick-off scheduling.