New: AI-powered workflow suggestions

Free your team's time from repetitive tasks

Don't do manually what the system can do. Set up rules that automatically handle routine tasks – no code needed.

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workflow.cegem360.hu/editor
Trigger
Active

New lead arrives

From CRM module

Condition
Branch

Source check

If source = Website

Send email

Welcome template

Create task

Assigned: Sales rep

Slack notification

#sales channel

Workflow active • 3 actions executed
Next: Follow-up in 3 days
500+
Active workflows
10 000+
Automated tasks/month
99.9%
Uptime

Do you recognize these problems?

Most industrial companies lose hours daily on tasks that the system could handle automatically.

Manual data entry

The same information must be entered multiple times in different places. A new order is recorded in 5 different systems.

Forgotten deadlines

Nobody remembered that the reminder should have been sent today. Quotes expire, follow-ups are missed.

Delayed reactions

By the time the problem was noticed, it was too late to intervene. Stockouts and delays are always discovered after the fact.

Cégem360 Automation solves all of this

Set up once, run forever. The system watches, reminds and acts – so you can focus on creating value.

  • \"If this happens, then do that\" logic
  • Visual workflow editor
  • Integration with all Cégem360 modules
-70%
Admin work reduction
5×
Faster response time
-90%
Forgotten tasks
+30%
Productivity

All tools for effective automation

The Cégem360 Automation module helps in 6 key areas.

Trigger-based automation

Define \"if this happens, then do that\" type rules without programming.

  • 50+ trigger types
  • 30+ action types
  • Conditional logic and branching

Email automation

Send automatic emails at the right moment, with the right content.

  • Welcome email for new leads
  • Follow-up sequences
  • Personalized templates

Task automation

Automatic task creation and assignment based on events.

  • Automatic task creation
  • Task delegation based on rules
  • Escalation in case of delay

Notifications and alerts

The right person, at the right time, on the right channel gets notified.

  • Slack/Teams integration
  • Email alerts
  • SMS for critical cases

Data automation

Automatic field filling, record creation, status updates.

  • Automatic field filling
  • Automatic record creation
  • Calculated fields

Visual workflow builder

Build multi-step automations on a drag-and-drop interface.

  • Visual editor
  • Parallel and sequential branches
  • Timed waits

Connected to the entire Cégem360 system

The Automation module works with all other Cégem360 modules – and external systems too.

CRM
Sales
Controlling
Automation
Manufacturing
Procurement
Slack/Teams

What our customers achieved with automation

Real numbers, from real customers. Average ROI is 3-6 months.

-70%
Manual administration
5×
Faster response time
-90%
Forgotten tasks
+25%
Customer satisfaction
+30%
Team productivity

Popular workflows, ready to launch

Choose from pre-made recipes, or build your own.

Sales automation

Trigger: New lead arrives from the website

Actions:

  • 1 Send welcome email
  • 2 Create task for sales rep
  • 3 Slack notification to the channel
  • 4 Follow-up in 3 days if no response

Financial automation

Trigger: Invoice due date + 7 days

Actions:

  • 1 Reminder email to the customer
  • 2 Create task for finance
  • 3 After 14 days: escalation to manager

Procurement automation

Trigger: Stock drops below minimum level

Actions:

  • 1 Alert to the purchaser
  • 2 Create order suggestion
  • 3 If approved: automatic order

Manufacturing automation

Trigger: Production order is delayed

Actions:

  • 1 Notification to production manager
  • 2 Notification to the affected sales rep
  • 3 Update status to \"Delayed\"

Frequently asked questions

No, not at all. In the visual workflow editor, you can build automations using drag-and-drop. If you get stuck, you can also choose from 50+ pre-made templates.
A simple automation (e.g., welcome email for new leads) can be set up in 5 minutes. More complex, multi-step workflows may take 15-30 minutes.
Workflows don't stop, but you get notified when approaching the limit. You can purchase extra operations anytime, or upgrade to a higher plan.
Yes, Professional and Enterprise plans support Slack, Microsoft Teams, Google Workspace integration. Custom integrations are available at Enterprise level.
The system offers a built-in test mode. You can run tests with real data without actions being actually executed (e.g., emails are not sent out).
Yes. Every workflow is permission-based, so it can only access data and actions that the creator has rights to. The audit log records every operation.
The Automation module can be used standalone, but it provides the most value when combined with other modules (CRM, Sales, Manufacturing).
All plans include email support and knowledge base access. Professional and Enterprise plans also include personal onboarding and workflow design consultation.

Ready to automate routine tasks?

Digitize and automate your company's workflows on a single platform.

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