What is Workflow Automation?

Sales reps spend the majority of their time doing manual data entry and other repetitive tasks, including raising invoices, following up on leads and opportunities, sending texts and emails, updating sales status, and so on. Tutterfly CRM offers an escape to the reps and handles such tasks for them. With Tutterfly, you can automate complex business processes and reduce manual dependency to save time.

Workflow Automation can benefit an organization in several ways. It helps you get out of the manual dependency at every stage of the sales process. This makes the deals move much faster and smoother with less human effort. With workflow automation, you can standardize the entire sales process.

Automate Tasks and Activities with Tutterfly Workflow Software

Tutterfly CRM Software lets you automate your manual tasks and activities, increasing the efficiency and productivity of your sales team, saving time and letting you focus on closing more sales deals.

Automated Lead Capturing

Tutterfly CRM automates the lead capturing process and reduces the manual data-entry effort of sales reps. The software offers web forms, emails, ads, and social media campaigns integration that helps to save the leads directly into the CRM. It also helps sales reps in saving time that can be put into making more sales.

Set Auto Task Reminders

Create tasks and set reminders and deadlines for each task in Tutterfly CRM. These reminders get displayed on the dashboard as well as email notifications to promote timely completion and delivery.

Payment Schedule for Opportunities

Schedule payment reminders for opportunities with a few clicks and get reminders and updates on the dashboard and email. You can schedule multiple payment reminders for every opportunity in case the customer pays in instalments.

Ownership Management at Your Fingertips

Assign the ownership of crucial leads and opportunities in bulk to never miss a deal. Tutterfly gives you an option to change the ownership of leads and opportunities to another team member or sales rep to ensure a smooth workflow.

Auto Lead Assignment

Tutterfly CRM allows you to auto-assign the leads to any team member or sales reps. Create automated rules for lead routing to assign leads coming from particular channel integration to a particular team member. This eventually helps the managers or team leaders to allocate and distribute workload in an organized manner.

Pre-designed Templates to Create Itinerary in PDF

With Tutterfly, you get pre-designed travel itinerary templates in PDF format. You can fill in the day-wise tour details, along with the auto-fill info on flight and hotel details. The CRM has an inventory of thousands of worldwide destinations, images and POIs that you can use to create a stunning elaborate itinerary.

Automated Sales Forecasting

The CRM offers a sales forecasting feature that allows the sales team to accurately estimate the future revenue and sales growth on the basis of potential deals in the pipeline. With sales forecast reports, sales reps can improve their sales strategy, and organization can plan their monthly or yearly sales targets.

Track Daily User Activity

The dashboard offers a complete view of daily user activity to the admin and team managers. It allows the teams and team leaders to collaborate effectively and know the status of fulfilled and unfulfilled tasks on a daily basis.

Key Deals Reminder

Tutterfly also offers you the option to tag and set reminders for key deals that need to be taken care by the sales reps. You can set deadlines and the reminders will get displayed on the dashboard with Key deal name.

Pre-designed Proforma Invoice

Get access to the pre-designed template for the proforma invoice. You can send the proforma invoice for any opportunity from Tutterfly’s quotes module itself. All the opportunity information will be generated automatically through this module.

Integrated Flight & Hotel APIs for Itinerary Module

Integrated Hotel and Flight APIs helps in creating detailed travel itineraries. You just need to select and enter the details as per your tour plan. This reduces the manual data-entry process to a great extent and offers you a faster and smooth workflow experience.

Benefits of Tutterfly CRM Automation Software

With Tutterfly’s Workflow Automation, you can direct your focus towards selling as the CRM takes care of all the manual data entry tasks. This automation brings in a wide array of benefits to the users.


Saves Time:

The primary benefit of workflow automation for your business is that it saves time. With workflow automation, sales reps can ditch monotonous data entry tasks and focus more on sales cycle and deals that contribute to the company’s growth.


Boost Productivity:

The software empowers your sales reps with automation and frees them from the worries of missing important tasks and activities when everything is delivered on time.


Reduce Human Errors:

With Tutterfly Automation, you can improve your overall results by reducing human errors. You can also decrease the chances of lead leakage and lost opportunities.


Multiple Channel Integration:

Easily integrate third-party apps and platforms with Tutterfly and sync your data for high efficiency. Let the software automatically capture the leads into the CRM and reduce the manual data entry process.


Efficient Task Management:

With automation, various teams can stay in touch with each other. Since the workflows come with tasks and reminder notifications and displays on the dashboard which is visible to all the users. It helps the team managers and admin to check the status of daily tasks, opportunities, and other important updates.


Easier Collaboration:

Workflow automation improves the collaboration among teams. It allows the teams to share the customer details with everyone and provide them easy tracking of tasks and client conversations. With an easier way to collaborate and work together, you can expect improved productivity and teamwork throughout your organization.

Leverage Workflow Automation and Sell More with Tutterfly CRM

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Frequently Asked Questions

Lead generation is the process of attracting potential customers by showcasing your product/service offering across various offline and online platforms. This is usually executed through social media, ads, web forms, whitepapers, reports, and more. The purpose of generating leads is to build up a sales pipeline and nurture the targets until they’re ready to buy. Along with the strategy, companies also need to have a mechanism for capturing the leads from different sources. The best way to capture this lead data is using CRM software.
Lead capture automation is the use of tech in order to capture the leads from different sources and platform into software. Typically, a CRM software allows integration with various channels and platforms like websites, emails, social media channels, paid ads, etc. and captures leads automatically into CRM.
Workflow automation helps business by saving time and reducing manual data entry and tasks. It helps to automate the various sales activities and process including auto lead capturing and assignment, follow-ups reminders, sales forecast, team monitoring, payment scheduling, and many more.
Tutterfly is one of the best workflow automation software for travel businesses as it offers multiple features and modules to automate the sales process. It helps to sales reps in many ways so that they can save time and focus on closing more sales opportunities.