Introducing Openx Automation Engine — the powerful workflow automation add-on built for Openx CRM & ERP. Designed to streamline and automate repetitive business processes, it enables teams to work smarter, faster and more efficiently.
Set up triggers in Openx such as “when a lead is converted”, “when a project status changes”, or “when an invoice is paid”.
Define conditions and actions: For example, if a task moves to “Testing”, automatically assign it to the QA lead; if an invoice is overdue, send a reminder email and tag the client.
Create workflow rules to eliminate manual follow-ups, reduce errors and improve response times.
Real-time integration: All automated actions sync instantly across Openx, so your CRM/ERP database remains current and up-to-date.
Easy-to-use configuration interface: No coding required — business users can define workflows via a visual builder.
Built to scale: Support for multiple workflows, branching logic, and complex conditions to match your business structure.
Increased productivity: By automating routine tasks, your team frees up time to focus on high-value activities like sales, service delivery and growth.
Faster response & less delay: Key actions happen immediately when conditions are met, reducing lag in your operations.
Higher consistency & fewer mistakes: Automated workflows enforce standard processes so nothing falls through the cracks.
Better visibility & control: You can track which workflows have executed, review historical actions and fine-tune rules to optimize performance.
Improved client experience: Faster turn-around on tasks, reminders, and hand-offs means happier clients and stronger reputation.
Scalable operations: As your business grows, Openx Automation Engine grows with you — no need for manual orchestration of every process.
A consulting firm using Openx CRM wants to automatically assign follow-up tasks when a lead passes a qualification stage.
A construction interior-design company using Openx ERP wants project status changes to trigger notifications and resource allocation automatically.
A service provider using Openx wants overdue invoices to trigger escalation, email reminders, re-assignment to collections team.
Any business that uses workflows, approvals or notifications — this module automates them rather than relying on manual steps.
Because with Openx CRM / ERP you already have the core business platform — now you can extend it with intelligence and automation. The Automation Engine plugs into your system, eliminating tedious tasks, streamlining your operations and unleashing your team’s potential.
