Workflow Timeline
Knowledge is power in a small business. Things change quickly, and you need information at your fingertips to make smart decisions, prioritize your time, and manage projects.
It’s time to meet the live feed.
The Workflow Timeline is a new tool that gives you essential live updates about your business. See new orders, client notes, abandoned carts, and employee activity as they happen.
Whether in the office, working remotely, or on the go, the Workflow Timeline can help you virtually connect to your employees and customers in real time.
Live Updates
Live Updates
The Workflow Timeline lets you be everywhere at once, keeping a finger on the pulse whether you’re in the office or not. Get important updates as they happen.
Transparent Management
Transparent Management
Keep track of project status and keep employees on track, without the need for lengthy meetings. The timeline is an indisputable log of employee activity.
Virtual Workplace
Virtual Workplace
Create a culture of total transparency. Your employees will be empowered to make decisions and collaborate, even if they aren’t in the same room.
New orders, from any point of sale.
Instantly see if invoices are paid or unpaid, the order size, and who placed the order.
Instantly see if invoices are paid or unpaid, the order size, and who placed the order.
Abandoned cart notifications.
Whenever a site visitor fills an ecommerce cart without making a purchase, you find out so you can follow up.
Whenever a site visitor fills an ecommerce cart without making a purchase, you find out so you can follow up.
Employee task and timecard notes.
Find out how employees spend company time and how long tasks take.
Find out how employees spend company time and how long tasks take.
Internal client notes written by you and your employees.
Notes from each client interaction are published for everyone to see. Keep everyone’s messaging consistent and address issues quickly.
Notes from each client interaction are published for everyone to see. Keep everyone’s messaging consistent and address issues quickly.
Marketing emails.
Whenever you send a marketing email, you get a notification. With Email Pro, you can also see email opens and unsubscribes in the Timeline.
Whenever you send a marketing email, you get a notification. With Email Pro, you can also see email opens and unsubscribes in the Timeline.