Category
Marketing, Sales, Communication
Developer
Lime Technologies
Languages
Automations
No-Code Workflows for Effortless Efficiency!
Have you ever wished for a simpler way to automate repetitive tasks in your CRM? Look no further! Our feature, Automations, empowers you to create no-code workflows with ease.
What is it? Automations follow the “if this, then that” logic.
Imagine scenarios like these:
- Deal Closed: Automatically set today’s date as the closed date.
- Weighted Value: Calculate it effortlessly.
- Status Change: Add a note when the status changes.
- High-Value Deals: Create a to-do for the salesrep’s manager if the deal exceeds $1000.
- Customer Onboarding: Enroll contacts in the “Welcome Onboard” flow.
Why Use Automations?
- Cost-Effective: Avoid expensive minor projects.
- Track Record: Monitor every automation run to troubleshoot issues.
- Simplicity: No coding skills needed!
