Advanced Automation for Pipelines, Tasks, Activity Capture, and Reporting
CRM Automation Pro is a CRM package designed for growing teams that need to coordinate multiple sales pipelines, automate routine CRM activities, and maintain clearer visibility across deals, tasks, time records, and performance data. The package includes support for up to 5,000 CRM records and multiple sales pipelines. Each pipeline can be structured around a specific sales process, service line, business unit, or customer journey.
No-code workflow automation allows selected CRM actions to be triggered according to configured conditions. Workflows can support activities such as moving records between stages, creating tasks, assigning follow-up actions, updating fields, and organizing internal notifications. Automatic activity capture helps maintain a more complete record of selected CRM interactions and completed work. Deal stage and SLA alerts help teams keep important milestones, response targets, and time-sensitive actions visible.
Custom fields and tags provide additional flexibility for organizing contacts, companies, deals, tasks, and activities according to the client’s preferred CRM structure.
Revenue and time dashboards bring selected commercial and activity information into organized reporting views. Priority support is also included for questions related to the setup and use of the package.
What’s Included
✓ Support for up to 5,000 CRM records
✓ Multiple sales pipelines
✓ No-code workflow automation
✓ Automatic activity capture
✓ Deal stage and SLA alerts
✓ Custom fields and tags
✓ Revenue and time dashboards
✓ Priority support
Best For
CRM Automation Pro is suitable for growing sales teams, agencies, professional service providers, account management teams, and established businesses that need to coordinate multiple pipelines and automate routine CRM activities.
Important Notes
This package includes CRM automation and reporting configuration for up to 5,000 CRM records. The client must provide the required CRM access, pipeline structure, workflow requirements, activity preferences, alert settings, custom field requirements, and reporting details needed for setup.
Pipelines, workflows, activity capture, alerts, fields, tags, and dashboard views are configured using the information and materials provided by the client. Additional records, pipelines, workflows, dashboards, data preparation, imports, or configurations outside the listed package scope may be quoted separately.
