Agent provisioning, CRM-to-dialer sync, scheduled reports, post-call writeback, and failure alerts across Genesys, Zoom, Five9, Webex, and Cisco. Live in your tenant in days, and you don't pay until it's running in production.
For contact center ops teams running 100 to 1,000 seats.
Everything around the calls, handled
Joined from your CCaaS and CRM, formatted before standup
View insights ->Dispositions, recording links, and notes synced to the CRM record
Qualified records pushed from CRM into the active campaign
Stations still Available after shift end, cleared so occupancy stays honest
Caught, retried with backoff, landed on attempt 2, Slack note sent
Your CCaaS platform handles the calls. Everything around them: onboarding, syncing, reporting, cleanup, still runs on people, spreadsheets, and brittle scripts that die when their author leaves.
Onboarding one agent means provisioning across your CCaaS, CRM, comms, and identity provider by hand. A half-day of clicking, repeated every hire and every offboard.
The Monday report means exporting from your CCaaS and CRM, pasting into a sheet, and reconciling by hand before standup. Every week, the same three hours.
Leads move from CRM to dialer on a manual export, and dispositions crawl back the same way. The two systems disagree for days at a time.
When a handoff breaks, nobody finds out from a monitor. You find out from an angry CRO, after the leads have already gone cold.
Five proven workflow patterns that pick up the work your team doesn't have time to implement, each running on a durable queue that retries on failure instead of dropping the job.
Provision and deprovision agents across your CCaaS, CRM, comms, and identity provider from one intake form. Five admin consoles collapsed into one workflow, with a full audit trail your security team can read.
Leads from your CRM to the dialer when they qualify. Dispositions and call outcomes back after the call. Event-triggered or scheduled. Syncs in seconds, not weekly CSVs.
It's 8:55am and the CRO wants the joined report by nine. It's already in your inbox, pulled from your CCaaS, CRM, and BI tools, joined and formatted before standup. Or rendered as a live dashboard inside QuickFlo.
Call ends. Disposition, recording link, transcript, and agent notes flow into the right Salesforce task or HubSpot activity. No more agents typing the same data twice.
When a workflow fails, you know. Slack, email, your monitoring tool. Every execution is logged with full input and output capture, so you find the broken step in seconds, not hours.
The board your team checks every morning. Built from the data your workflows already produce, in whatever shape you need.
No separate BI tool. No seat licenses.
Here is where the time goes when each pattern runs instead of your team. The exact split depends on your stack and volume, but the shape is consistent: it adds up to roughly a full FTE-week a month.
A nightly workflow handles the dedupe, validation, and DNC checks that used to be a manual scrub. Same hygiene, zero hours from the ops team.
Holiday schedules and routing-window changes now update in bulk across the contact center stack from one workflow. No more retyping the same hours in console after console.
A workflow watches agent state and sends a nudge when someone's past their break window. Supervisors stop eyeballing the WFM dashboard for break compliance.
~48 hours of ops time back per contact center, per month. At fully-loaded rates, that's more than the QuickFlo bill, every time.
We've done this before. Most customers are live within a week.
We map your systems: CCaaS, CRM, WFM, whatever you're running. Identify the highest-impact automation opportunity. Usually takes one call.
We build the automation, connect your systems, and test it end-to-end. You review in a staging environment before anything goes live.
Go live with monitoring built in. Pause or disable any workflow with one click. We train your team and hand over the keys, or we manage it ongoing.
No seat licensing. No per-integration fees. No surprise overages. Here's everything in the box.
4 hrs/month from our team: automations, integrations, fixes.
Talk to the engineers building QuickFlo. No ticket queue.
Provisioning, sync, alerts, reporting: proven patterns, not a blank canvas. Live operational dashboards, no BI seats.
Covers a contact center up to ~50k interactions/month: post-call sync, follow-ups, callbacks, and cleanup, all covered.
Workflows can be configured to trigger on events like interaction-end, CRM update, or on a schedule. Executions beyond the 200k cap charged at $0.01/run.
Full input/output capture on every execution. Compliance and audit-ready.
Plus weeks of CCaaS integration work, already done.
Prebuilt steps for Zoom and Five9, OAuth for Webex, and our connections layer for Genesys, Cisco, and the rest of your stack. Your implementation starts from a working foundation, not a blank canvas.
Need higher volume, more users, or custom limits? Enterprise scales up from here. We'll quote it on the call.
No onboarding fees, no pilot charges, no clock. The meter starts the day your first automation goes live against your CCaaS tenant, not a day sooner. If we never ship, you never pay. We eat the implementation risk because we're confident we can deliver.
Why we can offer this: contact-center integrations have a lot of moving parts, but we've already built the hard stuff: auth flows, retries, rate limits, audit logging. What's left is connecting your specific tenants, and that's the part we've gotten fast at.
Simple. We agree on the scope of your first automation on the discovery call. We build it, test it in a staging environment, and only start billing the day it's running in production against your live CCaaS tenant. No deposits, no pilot fees, no clock. If we never ship, you never pay.
Most first automations go live in 7 to 14 days from kickoff. Discovery call, scope agreed within 48 hours, build and staging within a week, then production deploy. Bigger or unusual integrations take longer. We'll tell you straight on the call.
A consultant writes a bunch of scripts, hands them over, and disappears. Six months later something upstream changes and you're on your own. We give you a platform that's built to be maintained: every workflow is visible, inspectable, and modifiable. When something breaks, you see it. When requirements change, you change it, or we do, within your monthly hours.
Yes. We ship prebuilt steps for Zoom and Five9 today, connect Webex through OAuth, and wire up Genesys, Cisco, and the rest through our connections layer or build the integration during implementation. For anything else, the engine hits any REST or SOAP API. Book a call and we'll tell you straight whether we can help.
Yes. Workflows run on a durable queue with a separate worker tier and automatic retries, so jobs survive restarts and rate limits instead of dropping. Large syncs stream to object storage in chunks rather than loading into memory: in one benchmark, 400k records sorted in roughly 80MB instead of 400MB. With 200+ step types, it processes millions of records per run and syncs across dozens of systems. If your numbers are bigger than typical, mention it on the call and we'll walk through specifics.
You do. Everything we build lives in your QuickFlo workspace. If you cancel, you can export your workflows and configurations. No vendor lock-in, no "we'll ransom your data" situation.
That's what the 4 hours/month is for. Most months that's enough to ship one or two new automations or absorb upstream API changes from your CCaaS vendor. If you need significantly more, we scope and quote it separately. No surprise bills.
Every workflow execution is logged with full input and output capture. Auditors can point at specific runs, see exactly what happened, and prove nothing unauthorized touched your customer data. SOC 2 certification is in progress; if that's a hard prerequisite for your contract, tell us on the call and we'll share the current timeline straight up.
Yes. Month-to-month, cancel whenever. Annual contracts are available if you want a discount, but they're not required.
Yes. If you're a contact-center consultant or implementation partner, we have a referral program: free dev workspace, 15% recurring commission, your customers pay QuickFlo directly. Learn more.
30 minutes. Tell us what's manual, what's broken, what's slow. We'll show you exactly how we'd fix it.