Build multi-step process workflows that standardize when and how your team reaches out to customers throughout the year.
With Gen4’s automated task system your staff are automatically assigned the right tasks at the right time, ensuring your clients are well managed.
Utilize Gen4’s process engine for automating key aspects to your business. From renewal management to customer onboarding, the possibilities are endless.
Integrate clients into your team’s process with automated census requests, reminders for annual renewal decisions, and scheduling key customer check-ins.
Simple “My Day” views take the headache out of managing your to-do(s) by automatically organizing all your key tasks, deliverables and follow-ups for the day.
Success is a team sport. With Gen4’s team based workflow system your team can seamlessly view, interact and work with each other’s task lists, providing the ultimate in team based workflow management.
Interactive checklists are a great tool to ensure all the key aspects to a task are completed. Standardize your team’s workflow with agency level checklists.
Never lose track of delegated tasks again with Gen4’s automated delegation management system that keeps you in the loop on your team’s work.
Syncing emails is one thing; managing your clients directly inside Microsoft Outlook is another. Leverage the power of client dashboards directly inside Microsoft Outlook.