Workflows
Choose the follow-up workflow you need today
Start from the kind of open loop in front of you, then keep ownership, next action and the next useful checkpoint visible.
Client follow-up
Track an open client promise, question or action from trigger through ownership, checkpoint and outcome.
Waiting, meetings and approvals
Use focused workflows for waiting on a response, turning meeting outcomes into follow-through, or keeping approvals and requested documents visible.
Payment conversations
Track the communication responsibility and next action around an external payment without turning SaathKaam into a payment processor.