Upswing, Inc., the upstart developer of the Upswing Online Customer Relationship Management suite, today announced the availability of a comprehensive workflow solution which is integrated seamlessly within their Customer Relationship Management application.

   "Upswing is one of the easiest to use Customer Relationship Management applications to date, and is coming closer everyday to becoming the most powerful," said Alex Turnbull, co-founder and vice president of Upswing. "We've added integrated workflow capabilities at the request of our users. They told us that advisors and administrators were trying to automate their business processes. We built a solution to address those needs."

   "The growth and enthusiasm within the Upswing community has exceeded our expectations," added Dan Ferranti, CTO of Upswing.

   With Upswing, advisors can now create their own workflow templates for repetitive tasks such as new client processing and annual reviews. Upswing includes a set of "best practices" template that firms modify to suit their needs. This minimizes the time required to deploy workflow templates throughout the organization.

   Upswing workflow functionality includes automated tasks, the ability to "share" workflows with multiple employees within the organization, and multi-workflow views. In addition, archiving functionality is provided for compliance purposes

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