push it workflow management reviews

Push It Workflow Management

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About Push It Workflow Management

Push It Workflow Management is a CRM solution where you can collaborate and share contacts, tasks, files, emails, notes or pictures with co-workers or business partners. Some features include:

  • Contact Rules: Management establishes lead follow up protocols in minutes, hours, days or weeks. If a salesperson fails to follow up, the software can move it to another group or back to the manager which helps to eliminate oversight.
  • Distribute or Redistribute leads based on criteria including demographic and location (skilled based routing). The software uses artificial intelligence to determine which salespeople are most likely to close a deal and can distribute or redistribute to them automatically.
  • Collaboration: Real-time notification of status, notes and file changes both inside and outside your company.

Push It works with both IOS Android and features a clear and simple user interface. Customer workflows, excluding forms, can be created in less than 2 hours.

Still not convinced Push It Workflow Management is right for you? Use our CRM Software product selection tool to browse additional solutions and get a custom recommendation. Have questions? Call, click, or email to get a free consultation from one of our unbiased Technology Advisors.

Alternatives to Push It

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

2 HoneyBook

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HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

3 Really Simple Systems CRM

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Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.

Learn more about Really Simple Systems CRM

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