Transform your CRM into an intelligent automation engine with drag-and-drop workflow design, real-time alerts, and cross-object updates—no IT required.
Visual Design
Real-Time Alerts
Years Experience
Compatible
Traditional CRM systems force businesses to adapt their processes to rigid software limitations. Custom development requires expensive IT resources and months of implementation time.
Inability to implement best practice business processes without custom coding and technical expertise
Weeks or months waiting for IT to make simple workflow changes that should take minutes
Automations break after every software upgrade requiring costly fixes and testing
Errors and wasted time due to complicated interfaces and repetitive tasks
Time wasted on repetitive tasks that should be automated but aren't
Software that doesn't match how your teams actually work creates friction
Once companies experience true workflow automation, they never want to return to manual processes. The visibility and control over business operations transforms how work gets done.
Salesboom's workflow automation platform brings enterprise-class capabilities through advanced AJAX technology and a visual workflow editor—no coding required.
Notify users instantly without browser refresh. Critical information appears immediately.
Generate follow-up tasks and events triggered by specific conditions automatically.
Dynamic field calculations using custom formulas without manual data entry.
Visual data indicators through automatic color coding based on your rules.
Create and update records across multiple data types in single workflows.
Backwards-compatible updates preserve workflows through quarterly platform upgrades.
The AJAX-powered workflow editor revolutionizes how businesses create automation through an intuitive drag-and-drop interface.
Build sophisticated automation by dragging elements directly within your browser. Create conditional branches, loops, and multi-step sequences without touching code.
AJAX engine provides instant lookup of data values, eliminating manual field entry. System shows available fields and validates your logic automatically.
AJAX technology refreshes specific elements without reloading the entire page. Users receive instant notifications and see updates immediately.
Comprehensive capabilities that automate repetitive tasks, enforce business rules, and ensure consistent process execution.
Trigger instant notifications based on conditions—data changes, thresholds, or time-based events without browser refresh.
Generate follow-up tasks and schedule meetings automatically. Ensure nothing falls through the cracks.
Create calculated fields that compute values based on other data points using custom formulas automatically.
Apply visual indicators by changing field colors based on conditions. Highlight priorities at a glance.
Create and update records across multiple CRM objects within a single workflow automation.
Point-and-click workflow editor democratizes automation, enabling business users to implement solutions directly without coding knowledge.
Design workflows that match actual work processes, not IT's interpretation
Changes implemented in hours instead of waiting weeks for developer availability
IT resources focus on strategic initiatives instead of minor CRM modifications
Business teams gain ownership and accountability for their process improvements
Test and refine workflows based on real-world results quickly
No programming errors or bugs from hand-coded custom scripts
Salesboom solves the problem of broken workflows after software upgrades through architectural design focused on backwards compatibility.
The platform receives quarterly upgrades with new features, security enhancements, and performance improvements—all while maintaining full compatibility with existing workflows.
Your workflow investments are protected long-term without recurring redevelopment
Updates happen without workflow testing cycles or unexpected disruptions
Adopt new features at your own pace without forced migration or changes
Zero unexpected downtime or broken processes after platform updates
Reliable automation behavior your teams can depend on every day
Reduced total cost of ownership without recurring redevelopment expenses
Salesboom's workflow automation adapts to countless business processes across departments and industries.
Route leads to the right salesperson based on territory. Create follow-up tasks at intervals. Alert managers when deals stall. Generate quotes automatically.
When deals close, automatically create onboarding tasks for implementation teams. Schedule kickoff meetings. Send welcome emails. Ensure consistency.
Monitor ticket age and escalate when thresholds are exceeded. Alert managers of violations. Change priority and color-code overdue items automatically.
Calculate lead scores based on demographics, behaviors, and engagement. Automatically qualify hot leads. Route cold leads to nurture campaigns.
Route discount requests and contract deviations through multi-level workflows. Track approval status. Create audit trails for compliance.
Workflows become exponentially more powerful when they can interact with other business systems.
Create calendar events, send emails, and sync contacts automatically through workflows
Generate invoices, update customer records, and trigger accounting processes via workflows
Custom integrations with ERP, marketing automation, and industry-specific applications
Send data to external systems in real-time when workflow conditions are met
Create PDFs, contracts, and reports automatically through workflow triggers
Alert users via text message when critical workflow events occur
With over 22 years of CRM innovation, Salesboom has refined workflow automation to address real business challenges.
Business users build enterprise workflows without programming knowledge through visual design—not simplified automation, but full capabilities.
Real-time alerts and partial page refresh deliver modern user experience that encourages adoption and increases productivity.
Quarterly platform upgrades add features without breaking workflows—protecting your automation investment long-term.
Create and update records across multiple CRM objects in single workflow—capabilities requiring custom coding elsewhere.
Workflow automation included in standard pricing with no per-workflow fees, user limits, or complexity charges.
3,500+ businesses across 159 countries rely on Salesboom's workflow automation for critical business processes.
Experience the power of visual workflow automation firsthand. Start your 30-day free trial today and discover how easy it is to transform manual processes into intelligent automation—no IT required.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamAutomate your business workflows with powerful rule engines, CRM automation, AI workforce, and unified platforms.
Manage your CRM workflows, approvals, and processes with a flexible workflow management module.
Explore WorkflowDefine custom business rules that trigger based on conditions, statuses, and user actions.
View RulesUse a powerful engine to build, run, and manage your own CRM workflows with full customization.
Learn MoreLeverage AI-powered agents to handle tasks, outreach, and customer interaction autonomously.
Discover AIAutomate repetitive sales tasks, follow-ups, quote generation, and more to free your team to sell.
Learn AutomationCombine all your CRM modules — sales, service, automation, and AI — into one unified system.
Explore CRM