CRM Automation Overview

Automation in CRM is a process of setting up rules and triggers to perform certain actions automatically. The basic idea behind automation is to simplify and streamline repetitive tasks that are otherwise time-consuming and prone to errors.

Automation works by setting up a series of rules and triggers that are executed when certain conditions are met. These rules and triggers can be set up for a wide range of activities, such as sending emails, updating data, assigning tasks, and more.

For example, if you want to send a welcome email to new leads, you can set up a rule that triggers the email to be sent as soon as a new lead is added to the system. Similarly, if you want to update the lead status when a certain event occurs, such as a new task being added, you can set up a rule that automatically updates the lead status.

Automation can save a lot of time and effort, reduce the risk of errors, and improve the overall efficiency of your CRM system. By automating repetitive tasks, you can focus on more important tasks that require your attention, such as building relationships with your clients and closing deals.

CRM Automation Basic Rules are:

• Followup Due Employee (Summary Report)
• Lead Action over Due (for Supervisor)
• Meeting Missed For Supervisor
• No MOM Add By Employee Send Reminder Mail To Employee
• No MOM Add By Employee to Supervisor
• Followup Missed By Employee
• Meeting Missed By Employee
• No Stage Change after Some Days
• Lead Action over Due (for Employee)
• Missed Lead Meeting by Client
• When A Meeting Completed
• When Change The Stage Of A Lead
• Followup Due (Supervisor)
• When Client Not Received A Call