Empower your sales teams with automated workflows and boost productivity
Automate repetitive tasks, streamline processes, and be more productive, every day.
Salespeople spend a lot of time doing repetitive manual tasks every day —following up on leads, sending emails, raising invoices, updating fields, and more. With Workflows in Freshworks CRM, you can sit back and let the system do the work for you. Create workflows on a simple point-and-click interface in a jiffy. Automate the most complex business processes effortlessly, reduce manual dependency, and save time to sell more.
Workflows activate a series of actions based on AND/OR conditions. With advanced activity insights and a 360° view of your contacts, you can create simple “if-then’ rules and trigger workflows. Choose from an array of actions that should be performed - create tasks, send emails/SMSs, reminders, etc., and automate monotonous manual tasks.
Streamline your key tasks, increase efficiency, and improve task accuracy. With Workflows, you can let the system take care of processes for you, save time, and let you focus on selling more.
Introduce yourself to new leads by setting up personalized welcome emails.
Automatically update contact statuses with behavioral triggers, and move contacts to your customer onboarding pipeline.
Set up invoices for prospects to be sent to them automatically when they convert to a customer.
Understand the customer journey, and set triggers to automate lead qualification. Ensure that leads move forward without manual intervention.
Always communicate at the right time by scheduling SMSs and emails for contacts as well as account owners.
As you grow, you might forget to follow up with a lead sometimes. With a follow-up workflow, never miss an opportunity.
It might be hard to keep track of your appointments. Set up a reminder to allow time for preparation.
For all your monthly/annual subscription renewals, you can schedule renewal reminders for subscribers
Never forget the important days. Schedule personalized emails for birthdays, anniversaries, and other occasions.
Surface the hottest leads, manage pipelines, automate sales activities, and get smart insights that can help close deals faster.Start Selling
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