CRM

Built-in Status Automation for Client Accounts

Maintain clean and accurate data in Ajna with our built-in status automation feature for client accounts. This automation proactively manages account statuses based on inactivity periods, ensuring your data stays current and relevant. Whether actions occur through the admin or client portal, the system automatically updates account statuses to reflect the latest information. This automation reduces manual data maintenance, enhances data integrity, and streamlines the user experience.