GravITyCRM uses statuses and tasks to guide agents through the steps required to process a client file

Tasks can be used to progress a file and also trigger events based on the task type, for example sending an SMS.

GravITyCRM has build in scheduling, which allows tasks to be set to be triggered at a certain time of day, or period of time, or even based upon external actions such as an electronic document being signed by a client.

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