Workflow Automation
If this, then that — for your entire CRM.
Triggers, rules, and sequences that automate repetitive tasks. Less manual work, fewer mistakes, faster deals.
Trigger-Based Workflows
When a contact is created, deal moves stage, message is received, or payment is made — trigger any action automatically.
Multi-Step Sequences
Build email/WhatsApp sequences with delays, conditions, and branching logic. Nurture leads on autopilot.
Auto-Assignment
Route new leads to the right agent based on channel, location, deal value, or round-robin rules.
Stage Automation
Automatically move deals between pipeline stages based on conversation outcomes or AI-detected signals.
Notification Rules
Alert your team via Slack, email, or Telegram when deals close, payments arrive, or AI escalates.
Bulk Operations
Mass-update contacts, bulk-send messages, or trigger campaigns on filtered segments.
Why teams choose Workflow Automation
Eliminate manual data entry
Never miss a follow-up
Consistent process every time
Scale without hiring
Full audit trail