Advyzon upgraded its workflows

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Dec '24 (edited) • AdvisorTech

UPDATE: They changed this webinar to just be for current Advyzon users - they'll be doing another webinar later on for non-Advyzon users.

Advyzon is epic, I've written about it many times as the best CRM for advisors (even though its an all-in-one), but its workflows... well, they were a weak point.

Good news!! They've just totally overhauled their workflows app. I haven't had time to play with it yet, but if you'd like to see how they work, they're doing a webinar about it:

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Product Updates & Feature Highlights

Upgraded Workflows App

We're thrilled to announce that our upgraded Workflows App is coming to you later this month! Built in our new Advyzon framework, this version is packed with features and improvements to enhance your experience constructing and using workflows from start to finish.

New Flow Builder: Use our Flow Builder to create triggers, steps, decisions, and outcomes with more flexibility and options.
Cohesive Creation Experience: Explore a new cohesive experience working with Automation Center and Workflow Templates in the same screen.
Updated User Interface: Check out a more intuitive design and grid view functionality, as well as quick filters and advanced search.

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