Centrally define, replicate and automate your operational processes, from the field to head office, by connecting steps, teams, scenarios and actions
Tasks and tickets
Leverage our ticketing capabilities to include team coordination, customer interactions and work-to-done into your workflows
Connect and collect any data
Leverage our ticketing capabilities to include team coordination, customer interactions and work-to-done into your workflows
Internal alerts and external communications
Trigger automated notifications to web or mobile app users based on customisable scenarios and include SMS or USSD interactions with customers or external parties
Teams
Create teams by combining multiple user types, from web to app users and admins to field operators. Trigger actions that need to be processed by a specific team member within a given team
CRM capabilities
With direct connection to standard CRM capabilities, Upya workflows include critical operational and sales features
Off-the-shelf workflow templates
Select from industry-relevant workflow templates to get a quick start in optimising processes, being able to edit where necessary
Upya’s workflow implementation expertise
Work with the Upya Team to optimise your processes, replicate and implement them on Upya. Through interactions, iterations and training, Upya offers its expertise to support your teams through its digital transformation
Unlimited access
Give access to the web platform and mobile app to as many users as needed to run your operations efficiently, from HQ to the field
Upya Academy
Free access to Upya Academy to get started quickly and learn from in-depth courses with simple step-by-step explanations. Set up specific training sessions with our team when needed