Customized Workflows

Custom, Flexible Workflows

The QuickFacts workflow software is configurable to your unique operation's requirements. Our team can build out any of your existing workflows for you, or you can start from scratch. Either way, our workflow software is easy to self-manage and is designed to accelerate your growth.

Smart search for all your workflows

Your workflows need a home. Once you have them centralized in a single location, keyword searching is vital to get you to the proper workflow. With our Smart Search, you can find the exact workflow you need in seconds.

Keep it all organized

We’re big on organization here at QuickFacts, so it comes as no surprise that our workflows can be categorized for simple structuring. Your team can quickly find the workflows that pertain to them.

Separate pages with simple design

Each workflow displays as its own searchable card with the ability to favourite your most referenced ones for quick access.

Step-by-step processes

Break your workflows down by steps and substeps for an easy-to-follow process. Our workflow layouts keep it decluttered and offer you various visual options so you get a perfectly displayed workflow.

Build them yourself

You don't need a developer to help craft your workflows. We've create a simple interface to develop workflows with ease. With a large selection of components, simply click, drag, and type to create beautiful workflows your team can follow.

Keep your business operating efficiently - exactly how you envision it.

Whether management needs ready-access to key reports, new-hires need to get trained quickly, or brokers want to be more self-reliant, QuickFacts allows you to create specific steps that will produce the results you are dreaming of.