Comprehensive and simple
The easiest way to create and manage operational activities!
SmartPlaybooks covers multi-products, multi roles and functions with extensive automation triggers
Advanced rules engine
Flexibility to automate as needed
Create rules to trigger playbooks across dates, events, key milestones and segments
Multiple role collaborations
Automate consistency across different roles
Engage multiple roles seamlessly and take your customer centricity to the next level
Flexible playbook structure
Complex coverage but simple to use!
Group tasks, track key milestones, automate activities. All optimized for fast internal adoption