AI, Automation & Reports
Workflow Automation
Automate reminders, assignments, alerts and manager notifications across CRM modules. Workflow Automation reduces manual chasing by triggering tasks, notifications and status changes.
Last updated
Who it is for
Managers who want process discipline without daily spreadsheet policing.
Part of the Leads & Sales CRM module. See plans and modules
How it works, step by step
Rules watch events like new lead, overdue follow-up, low stock or ticket assignment and run configured actions.
- Open the Workflow Builder.
- Pick a trigger: lead created, assigned, stage changed or converted.
- Add conditions such as source, city or stage.
- Pick actions: notify, create a task, follow-up, ticket or invoice.
What you get
- Lead automation
- Ticket alerts
- Low-stock alerts
- Follow-up reminders
- Manager notifications
- Run logs
What it connects to
- Lead PipelineMove leads from new enquiry to qualified, demo, quotation and closure with owner accountability.
- Support TicketingCustomer complaints, SLA, engineer assignment and resolution history in one workspace.
- GST Invoicing & ReceivablesGST tax invoices with per-line GST, credit notes, part payments, receivables ageing and automatic invoice drafts for contracts and AMCs.
- Track Client Follow-up TimingsEvery client interaction opens with useful context: lead owner, latest activity, result and next follow-up timing.
Getting set up
Create rules from Workflow Automation and choose triggers, filters and actions.
Workflow Automation: questions and answers
- Do I need to write code?
- No. Rules are built from triggers, conditions and actions on a form.
- Who can an action target?
- The assigned user, their manager, an admin or a specific user.
- Which events can start a rule?
- Lead created, lead assigned, lead stage changed and lead converted.
- Which module is this part of?
- Workflow Automation is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.
See Workflow Automation on your own data
Start a free trial, or book a demo and bring one real workflow.
Or leave your email and we will get back to you.