Astute Theory Platform
Manage Your Pipeline and Workload With Ease.
Whether you are managing a sales team, operations or finance department our workflow management tool has everything you need.
Status
Adjust and move your workflow steps in an instant. Create recommended steps to ensure your team is following your process correctly
Assignee
Assignee one or multiple team members to an activity
Status Change
You can manually adjust a status when an activity doesnt follow the standard flow
Department
Allocate a department to an activity so you know who is responsible to do the work
Filter By User
Easily filter all your activities by the users that have been assigned.
Filter By Status
Easily filter all your activities by the status that the activity is currently on
Filter By Department
Easily filter all your activities by the department that has been allocated the activity
Bulk Status Change
Change multiple statuses of activities with one click
Filter By User
Easily filter all your tasks by the users that have been assigned.
Filter By Task Status
Easily filter all your tasks by the status that the task is currently on
Bulk Status Change
Change multiple statuses of tasks with one click
Saved Emails
View all saved emails directly on your clients timeline
Status Changes
View all status changes directly on your timeline and who made the change
Activity Creation
View when an activity was created and who created it
