Workflow

Malcolm! Workflow

Turn your routine tasks or process into web based forms quickly and effortlessly with Malcolm! Workflow.

Create anything from a basic form to a complex multi-step customer journey. Start from scratch or use one of our pre-configured templates.
User info icon
Collect information from your users, ask questions, record choices, receive uploaded files plus much more
Filters icon
Manage validation, filters, contextual help & error messages
Logic icon
Configure logic flows and routing via rules
Padlock icon
Password protect forms
Multiple screens icon
Break forms over multiple screens
Progress bars icon
Progress bars
Thank you screen icon
Thank you screen
User ratings icon
User ratings and feedback
Integrations icon
Integrate with third parties including Dropbox, Mailchimp, Twilio, Zendesk, Mandrill & thousands of others via Zapier
Integrate systems icon
Integrate with your own systems via webhooks
Web admin icon
Powerful and easy to use web based administration
Drag and drop icon
Build your workflows quickly and easily with our drag and drop workflow builder
Library icon
Library of ready made workflows
Customer activity icon
Review all customer activity including completions & abandoned completions
Export data icon
Export data any time
Email completion alerts icon
Manage email completion alerts
Version control icon
Version control, draft and preview management
Schedule icon
Scheduled publishing
Integrations icon
Integrate with third parties including Dropbox, Mailchimp, Twilio, Zendesk, Mandrill & thousands of others via Zapier
Organise icon
Organise your Workflows internally with labels and favourites
Manage users icon
Manage internal users & their editing / publishing privileges, audit trail of all changes
Internal approvals icon
Internal approval management
SEO icon
Search engine friendly with options to configure URLs and search engine indexing
Hidden icon
Manage hidden workflows, can exclude from search and browse and password protect
Delivered icon
Delivered as a fully hosted solution or various options to integrate into your current website, social spaces or apps
Responsive icon
Desktop, tablet and mobile responsive
Domain options icon
Use your own domain / subdomain or ours
Customise brand icon
Customise look and feel to reflect your brand (full theme styling)
Tracking tags icon
Add and manage third party tracking tags
Page meta icon
Add and manage page meta information
Fast setup icon
Immediate set up, you can be up and running within minutes

Your data. Your way.

Malcolm! Workflow automatically stores all collected data. You can download it anytime and have it emailed to you. We can also pass data to your own systems in real time via a webhook and we also integrate with the following third party systems.

Dropbox
MailChimp
Twilio
Zendesk
Zapier

Many more integrations coming soon!

Turn all your customer service processes into powerful web journeys with Malcolm! Workflow