AUTOMATIONS

Repetitive work does itself.

Visual workflows across the whole CRM: when a contract is signed the full onboarding starts, without anyone touching an email.

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automazioni
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Automatic onboarding

One trigger, the whole onboarding

Contract signed → WhatsApp and email to the client, brief to the salesperson, proforma, WhatsApp group and first appointment. All on its own.

automazioni

When the contract is signed everything starts by itself: while others are copying and pasting, your client is already onboarded.

Frequently asked questions

Any flow: on a signed contract, on a status change, on a new lead.

Related features

Google WorkspaceGoogle WorkspaceCalendar and Gmail integratedClient portalClient portalA private area for your clientsLead captureLead captureMeta, forms and QR in one pipelineQuotes with AIQuotes with AIFrom plain text to a finished quote

From the blog

How to Create Automatic Workflows: From Theory to PracticeLearn how to build automatic workflows in your CRM with triggers, conditions and actions that save hours of manual work every week.Your Team Wastes 5 Hours a Week on Manual Tasks: Here's How to AutomateDiscover which repetitive tasks drain your team's time and how workflow automation can give you back 5+ hours every week.How to Configure Your CRM in the First 30 Days: Complete ChecklistA step-by-step checklist to set up your CRM properly in the first 30 days: data import, pipeline, automations and team onboarding.

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