Dexterous PRO
Create Smart Automated Rules
Have you ever wished you could really automate your business? We are not talking the automation where you pass data from one software solution to another, we mean Real Automation. The type of automation that allows you to click one button and perform five different actions. The type of automation that your software starts to think for you. Welcome to Dexterous PRO!
Streamline Any
Part of Your Business
With Dexterous you can create smart and intuitive workflows to reduce time and increase staff productivity. Create all the workflows you require. There is no limit!
- Smart Automated Rules
- Integrated Into 1000+ Applications
- Configurated To Your Requirements
Instant Actions
Set Automated Rules & Watch The Magic
Learn About The Latest
Dexterous Features
Frequently Asked Questions
Want to ask something from us?
Yes, Dexterous has all the CRM features that you require to run a modern business. Dexterous is a CRM yet it is so much more! You have tasks, notes, forms and pretty much anything else you would need. Our clients range from start-ups, SMEs and large corporates.
You can either use the internal document management system or integrate Dexterous with Dropbox, Google Drive, OneDrive or SharePoint. Allocate user access and share documents with staff, suppliers and customers.
Dexterous is industry agnostic and is suitable for any business type. With our flexible framework you can have Dexterous configurated as much or as little as you require.
Yes, the Dexterous online portal can be used for staff, third parties or customers. You have the ability to share documents, create notes, electrically sign documents and even pay invoices via our Stripe integration.
Yes, Dexterous has full integration into both Microsoft and Google. This means you can send, receive and save emails directly into Dexterous. Sending emails will automatically attach to a client’s files. Plus, the added benefit of instantly being able to save attachments.
With Dexterous you have all the standard CRM features like notes and tasks. We also have some added features one being “Mentions” like Twitter, it allows you mention a team member so that you can notified them on a client file. This reduces the need to send emails between staff and you have the confidence in knowing all your conversations are saved against client files.
Create dynamic online forms that can be embedded anywhere, or password protected on the Dexterous online portal. Contact forms, feedback, applications, the options are endless. Dexterous forms can merge data into documents using short codes. With form fields you can create free text, dropdowns, checklists, dates, calculations and validations.
You sure can! Communicate with your staff and customers using text messages. Fully automated with rules and templates. The best part is that every SMS is saved directly against the client file.
Yep, you can perform an automated action that is based on time or a specific date. This feature will allow you to set your internal process and Dexterous will follow the rules you create
You sure can. With workflow automation you have the full ability to determine which role or team member will automatically be allocated a task based on their specific skillset, customer preferences or internal rule.
One of the major features with dexterous workflows is the ability to determine when you want to send an email, or an SMS to either a staff member customer or third-party supplier. The Dexterous communication tool gives you the ability to attach templates that will merge your data and information into the body of the email or SMS.
One of the key benefits of Dexterous is the ability to link our solution to over 1000 other software solutions from around the world. This means you can automate triggers in Dexterous when something is actioned on another solution software outside of Dexterous