Connect your entire team with customizable, no-code workflow automation and instant SMS notifications that trigger actions at precisely the right moment throughout your customer lifecycle.
Years of CRM Innovation
SMS Open Rate
Businesses Automated
Workflow Automation
Sales, marketing, and support teams waste countless hours on repetitive manual tasks that drain productivity and create opportunities for costly errors. Every missed follow-up, delayed response, or forgotten notification represents lost revenue and damaged customer relationships.
Critical opportunities slip through the cracks when leads aren't contacted immediately after expressing interest.
Sales reps spend 64% of their time on administrative work instead of selling and building relationships.
Customer inquiries go unanswered for hours or days, destroying satisfaction scores and loyalty.
Important deals stall because stakeholders aren't notified when action is required.
Teams operate in silos without visibility into what others are doing across departments.
Manual processes create inconsistent customer experiences and brand confusion.
Without intelligent automation, businesses cannot scale efficiently. Every new customer, deal, or team member adds complexity that manual processes simply cannot handle. The result is slower response times, frustrated customers, and revenue that walks out the door to more responsive competitors.
Salesboom delivers enterprise-grade workflow automation with a no-code, point-and-click interface that anyone can master. Since 2003, we've pioneered custom workflow solutions that keep businesses connected, responsive, and growing.
Our workflow engine monitors your CRM data in real-time, automatically triggering the perfect action at the perfect moment based on rules you define. When a high-value lead submits a form at 2 AM, the system instantly assigns it to your top performer, sends them an SMS alert, creates a follow-up task, and delivers a personalized welcome email to the prospect—all without human intervention.
The visual workflow builder empowers business users to create sophisticated automation without technical expertise or developer resources. Using simple point-and-click logic, you define triggers (what happens), conditions (when it matters), and actions (what to do about it).
The workflow engine supports unlimited complexity—chain multiple conditions together, create nested if-then logic, and build decision trees that adapt to any business scenario.
Speed matters in business. When a hot lead engages, a customer complains, or a big deal closes, your team needs to know immediately—not when they check email hours later. Salesboom's integrated SMS alerting delivers instant notifications directly to mobile phones, ensuring critical information reaches the right person in seconds.
Because SMS messages have a 98% open rate and are typically read within 3 minutes, your team responds faster, closes more deals, and delivers superior customer experiences.
Salesboom's workflow engine spans every department and every stage of the customer journey, creating a seamless, automated experience from first touch to long-term loyalty.
Capture leads from web forms, social media, and landing pages, then automatically nurture them with personalized email sequences. Set up drip campaigns that pause intelligently—after two or three unanswered emails, the system creates a task for a rep to personally reach out instead of bombarding prospects with unwanted messages.
Track engagement automatically and score leads based on behavior, demographic data, and interaction patterns. When prospects hit your threshold for sales-readiness, they're instantly assigned to the appropriate rep with complete context.
Streamline the entire sales process with intelligent automation that keeps deals moving forward. Automatically create tasks when opportunities sit idle for too long. Alert sales managers instantly when deals reach specific value thresholds or probability scores.
Send congratulations messages when deals close and trigger onboarding workflows for new customers. If a deal is marked as at-risk or likely to be lost, the system can automatically escalate to a manager or director for intervention. Track sales activities automatically and generate performance reports without manual data entry.
Deliver exceptional support experiences through automated case routing, escalation, and resolution tracking. When a customer submits a support ticket, the system automatically assigns it to an agent with the right skills and availability, sends acknowledgment to the customer, and creates follow-up reminders.
If cases aren't resolved within SLA timeframes, they escalate automatically to supervisors. Trigger CSAT surveys after case closure and automatically re-open tickets if satisfaction scores are low. Connect support data to sales teams so they can proactively address at-risk accounts.
Reduce churn and increase lifetime value through automated onboarding, engagement tracking, and renewal management. New customers automatically receive welcome emails, training materials, and scheduled check-ins based on their product and plan type.
Usage monitoring triggers at-risk alerts when engagement drops. Renewal workflows begin 90 days before contract expiration with automated outreach, pricing updates, and expansion opportunities. Success milestones trigger celebration messages and upsell campaigns based on product usage patterns.
Automate invoicing, payment reminders, and collections processes to accelerate cash flow and reduce DSO (days sales outstanding). When deals close, invoices generate automatically and are delivered to customers with payment portals and terms.
Payment reminders escalate automatically: friendly reminder at 5 days before due date, firmer reminder at due date, collections notice at 7 days past due, and executive escalation at 30 days past due. Failed payment workflows automatically send SMS alerts to customers with one-click links to update payment information.
Break down departmental silos with workflows that coordinate activities across sales, marketing, service, and operations. When marketing qualifies a lead, sales automatically receives notification with complete lead scoring data and recommended talking points.
When sales closes a deal, customer success receives automated handoff with account details, implementation notes, and next steps. When service identifies upsell opportunities, sales is alerted automatically with customer context and product recommendations. Approval workflows route discount requests, contract modifications, and exceptions through appropriate management chains.
Real-time text notifications ensure your team responds to critical events in seconds, not hours.
Instant SMS when high-value leads submit forms or take key actions. Strike while the iron is hot with immediate follow-up.
Alerts when opportunities advance, stall, or require attention. Keep your pipeline moving and close deals faster.
Urgent customer issues trigger immediate SMS to appropriate support specialists for rapid resolution.
Automated reminders reduce no-shows by 26%, saving time and protecting revenue.
Failed payment notifications with one-click links for customers to update billing information instantly.
Notify colleagues when their input or approval is needed for deals, cases, or projects.
Celebrate achievements with automated congratulations messages that motivate and recognize success.
Define unlimited alert types based on your unique business events and operational requirements.
Workflow automation becomes exponentially more powerful when it connects your entire ecosystem of business applications.
Native Microsoft Outlook integration enables sophisticated email-based automation:
Work where you're already working—Outlook becomes an extension of your CRM with full workflow automation capabilities.
Connect financial processes seamlessly between CRM and accounting:
Eliminate duplicate data entry between sales and finance while maintaining perfect data consistency across systems.
Connect to any system with a REST API through workflow-triggered API calls. Pass data bidirectionally, trigger actions in external systems, and receive responses that drive subsequent workflow logic.
External systems can trigger Salesboom workflows via webhooks. Connect website forms, payment processors, support systems, marketing platforms, and any webhook-enabled application.
Pre-built connectors for popular platforms: Google Workspace, Microsoft 365, Slack, Zapier, and hundreds of business applications through native integrations and middleware.
Workflow automation that meets the strictest security and compliance requirements of regulated industries.
Control who can create, edit, activate, and view workflows based on roles and permissions. Workflows respect data security rules automatically.
Every workflow execution is logged with timestamp, triggering event, actions taken, and results. Full audit trail for compliance reviews and troubleshooting.
All data is encrypted at rest and in transit using AES-256 and TLS 1.2+. SMS alerts are delivered through encrypted channels with carrier-grade security.
Workflow automation supports GDPR, HIPAA, SOC 2, and industry-specific compliance requirements with built-in data governance and retention policies.
Workflow automation delivers quantifiable business results that justify investment many times over.
Average 15-20 hours per user per week recovered from manual, repetitive tasks that are now automated. Sales reps spend time selling instead of doing data entry. Support agents focus on complex issues instead of routing tickets.
23-35% increase in sales productivity when leads are contacted within 5 minutes instead of hours. Faster response times correlate directly with higher conversion rates and larger deal sizes.
18-25% reduction in customer churn through proactive engagement workflows that identify at-risk accounts early and trigger intervention before customers defect to competitors.
Average CSAT improvement of 28 points when customers receive instant acknowledgment, real-time updates, and faster resolution through automated service workflows.
90%+ reduction in process errors when workflows enforce consistent procedures, validate data automatically, and eliminate manual hand-offs between systems and departments.
Handle 3-5x more volume with the same team size by automating routine tasks and enabling employees to focus on high-value activities that drive business growth.
Scenario: 25-person sales team spending 16 hours/week on administrative tasks (40% of time)
This calculation doesn't even include additional revenue from faster lead response, reduced churn, or improved customer satisfaction—making actual ROI even higher.
Field sales reps, remote workers, and mobile teams stay connected with workflows optimized for smartphones and tablets.
All workflow actions work seamlessly on mobile devices:
Trigger automation based on geographic location:
Track workflow performance, identify bottlenecks, and optimize automation effectiveness through comprehensive analytics.
Track workflow execution frequency, success rates, average processing times, and error rates. Identify which workflows deliver the most business value.
Real-time dashboards show workflow health, upcoming scheduled executions, recent errors, and system capacity. Monitor automation effectiveness at a glance.
Detailed error logs with root cause analysis, stack traces, and suggested fixes. Proactive alerts when error rates exceed thresholds.
Measure actual business outcomes: time saved, revenue generated, errors prevented, and efficiency gains attributed to specific workflows.
Salesboom's flexible workflow engine adapts to the unique processes and compliance requirements of any industry vertical.
Automate quote-to-order workflows, inventory alerts when stock runs low, shipping notifications to customers, and sales territory management. Integrate with ERP systems for seamless order processing and real-time inventory visibility.
Streamline project kickoff workflows, time and expense approvals, milestone billing triggers, and client communication. Automate resource allocation based on skills and availability. Send automated status updates to clients at project milestones.
Automate patient appointment reminders, referral workflows, insurance verification processes, and follow-up care sequences. Ensure HIPAA compliance with secure messaging and audit trails. Trigger billing workflows automatically after service delivery.
Automate lead qualification workflows, compliance documentation collection, application status updates, and renewal reminders. Integrate with financial systems for automated commission calculations. Ensure regulatory compliance with complete audit trails.
Automate listing alerts to qualified buyers, showing follow-ups, contract milestone reminders, and closing coordination. Send automated market reports to leads. Trigger drip campaigns based on buyer preferences and search behavior.
Automate trial signup workflows, usage-based upsell alerts, renewal notifications, and customer health scoring. Trigger intervention workflows when usage drops. Automate onboarding sequences and feature adoption campaigns.
Most CRM implementations drag on for 6-12 months and cost hundreds of thousands in consulting fees. Salesboom's Fast Track program delivers fully operational workflow automation in days with transparent, predictable pricing.
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Unlike vendors who abandon you after go-live, Salesboom provides continuous support, regular feature updates, and ongoing workflow optimization to ensure you maximize ROI.
Investment: Full implementation with custom workflow development, training, and support starts at just $14/user/month—dramatically lower than competitors who charge $75-$150/user plus $20,000-$50,000 in implementation fees.
See how custom workflow automation and instant SMS alerts can transform your operations. Schedule a personalized demo and discover workflows built specifically for your business processes.
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