Designed to give you complete control over your business processes without unnecessary complexity.
Every feature is built to be functional, configurable, and ready for real-world use.
Drag and drop to design automated workflows. Define triggers, conditions, and actions with an intuitive visual editor. Supports branching, parallel steps, and approval gates.
Build dynamic forms and generate documents with auto-filled data. Configure conditional fields, digital signatures, and automated PDF exports to streamline intake processes.
Assign tasks to individuals or teams with priority levels and deadlines. Real-time queue view shows workload distribution and pending actions across your organization.
Monitor key metrics with customizable dashboards. Generate scheduled reports with filters, charts, and export options to share with stakeholders.
Connect Totaliti with your existing tools via REST API, webhooks, or native connectors. Supported integrations include major CRM platforms, ERP systems, and communication tools.
Define granular permissions with role-based access control. Full audit trail logs every action for compliance. Data encryption, SSO, and IP whitelisting included.
Configure email, SMS, and in-app alerts for any workflow event. Keep stakeholders informed with personalized notification templates and escalation rules.
Store, organize, and retrieve documents directly within the platform. Version control, full-text search, and folder structures keep your information accessible.
Iterate on workflows with confidence. Version history allows you to compare changes, roll back to previous states, and test new configurations in a sandbox environment.
See how Totaliti compares to other solutions in the process automation space.
| Capability | Totaliti | Weex | Generic Tools |
|---|---|---|---|
| Visual Workflow Builder | ✓ Advanced | ✓ Basic | — Manual |
| Real-Time Analytics | ✓ Native | ✓ Add-on | — Limited |
| Document Generation | ✓ Included | — Third-party | — Not available |
| Role-Based Access | ✓ Full | ✓ Partial | ✓ Varies |
| Self-Service Onboarding | ✓ Included | — Requires setup | — Manual |