Blog Post

Xplan Hub

4 MIN READ

Automating workflows? Let me count the ways

kenny.foo

Iress Contributor

3 months ago

Automation is one of Xplan workflows’ (i.e. tasks, threads, and cases) most useful features when it comes to running an efficient practice. You can kick off a new client workflow when you’re creating...

Updated 3 months ago

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Iress Contributor

Joined 13 November 2023

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luke.watson3

Advisely Contributor

3 months ago

This is great. We use everyone of these features in our business and have built our process out and automated a significant amount of our work.

we’ve commenced the journey from establishing a new client in opportunites through to automating an email reminder to clients 30days prior to their review. It’s been a massive efficiency for me.