Transform manual, repetitive tasks into intelligent automated workflows with customizable rules, instant alerts, and seamless task assignments that free your team to focus on revenue-generating activities.
Time Saved on Admin Tasks
Businesses Automated
Years of Innovation
Automated Execution
Your sales, marketing, and service teams spend countless hours on repetitive, manual tasks that drain productivity and kill momentum. Every day, valuable time disappears into activities that should happen automatically: sending follow-up emails, updating record statuses, assigning leads, creating tasks, and notifying managers about critical situations.
Sales representatives spend only 28% of their time actually selling, with the rest consumed by administrative work that could be automated.
Critical leads fall through the cracks when follow-ups aren't scheduled automatically, causing revenue leakage.
Managers remain blind to problems until it's too late without proactive alerts and real-time notifications.
Mistakes multiply across systems when information is manually transferred between platforms and modules.
Team morale suffers as talented professionals struggle with mundane tasks instead of meaningful work.
Delayed responses cause customer dissatisfaction and lost deals to more responsive competitors.
Manual workflow management creates bottlenecks that slow your entire operation. When processes depend on people remembering to complete routine tasks, delays are inevitable. When team members must manually monitor situations to catch problems, issues escalate before anyone notices.
The solution isn't hiring more people or working longer hours. The answer is intelligent workflow automation that handles the repetitive work automatically, alerts the right people proactively, and ensures nothing falls through the cracks.
Salesboom's Custom Workflow Automation Engine eliminates manual busywork by automatically executing predefined actions based on triggers you configure.
The system monitors your CRM data continuously, detecting when specified conditions are met and instantly performing the appropriate actions without human intervention. The workflow engine operates on simple "If-Then" logic that anyone can configure without technical expertise.
Every workflow begins with a trigger—an event or condition that activates the automation. Triggers can be based on virtually any field criteria and values in your CRM, allowing unlimited customization for your specific business processes.
The system evaluates these conditions in real-time, ensuring immediate response without delays. Unlike manual processes where someone must remember to check for these situations, workflow automation monitors constantly and acts instantly.
Once a trigger condition is met, the workflow engine executes your predefined actions automatically. Multiple actions can be chained together, creating sophisticated automated sequences that would otherwise require significant manual effort.
These actions execute in seconds, ensuring your processes move forward continuously without waiting for manual intervention.
Why build from scratch when proven workflow templates are ready to deploy? Salesboom provides pre-configured automation templates for the most common business scenarios.
Automatically notify sales managers when opportunities reach or exceed a specified dollar threshold and probability percentage. This ensures leadership visibility into major deals, allowing them to provide support, remove obstacles, and ensure resources are allocated to close high-value opportunities. Managers receive instant email alerts with deal details, customer information, and current status.
Identify leads that haven't been contacted within your defined timeframe and automatically trigger re-engagement workflows. The system alerts the assigned sales representative, creates follow-up tasks with suggested messaging, and escalates to management if the lead remains untouched. This prevents valuable prospects from going cold and ensures consistent follow-up discipline.
Monitor opportunities that drop below critical thresholds in amount or probability, signaling potential problems. When a deal is downgraded, the workflow automatically alerts the sales manager with deal history and recent activity, creates a task for the account executive to document reasons for the change, and triggers a review meeting if multiple deals from the same rep show similar patterns.
Launch comprehensive onboarding workflows immediately when deals close. Automatically create project records, assign implementation tasks to service teams, send welcome emails to customers with next steps, schedule kickoff meetings, and notify account managers of successful handoff. Ensures smooth transitions from sales to service with zero manual coordination.
Monitor customer service tickets approaching SLA deadlines and trigger escalating alerts before breaches occur. First alert goes to the assigned agent, second to their supervisor, and final to department manager—each with increasing urgency. Creates escalation tasks, updates priority levels, and ensures response time commitments are met consistently.
Begin renewal processes automatically at configurable intervals before contract expiration dates. Send initial renewal reminders to customers, create renewal opportunities for sales teams, trigger pricing review workflows for finance teams, and escalate to management if renewal probability drops. Prevents revenue churn from forgotten renewals.
Execute powerful actions automatically when workflow conditions are met.
Generate tasks automatically with due dates, priorities, descriptions, and assignments based on workflow logic.
Send personalized emails using HTML templates with merge fields pulling data from CRM records.
Deliver urgent notifications via text message to ensure immediate attention for critical situations.
Modify field values automatically to maintain data accuracy and reflect status changes instantly.
Route records to appropriate owners based on territory, product, value, or custom business rules.
Trigger webhooks to connect with external systems and pass data to third-party applications.
Create calendar appointments automatically with participants, agendas, and location details.
Chain multiple actions together to create complex automated workflows with conditional branching.
Schedule workflow actions to execute at precisely the right moment for maximum impact.
Execute actions after specified delays: send follow-up email 3 days after demo, create reminder task 7 days before contract renewal, escalate ticket after 24 hours without response.
Trigger workflows on specific dates or before/after important milestones: renewal reminders 60 days before expiration, birthday campaigns, anniversary offers, quarterly reviews.
Schedule workflows to execute on recurring intervals: weekly pipeline reviews, monthly customer satisfaction surveys, quarterly business reviews, annual account audits.
Create multi-touch nurture sequences that guide prospects through your sales process with perfectly timed messages delivered at optimal intervals over weeks or months.
Track approaching deadlines and trigger escalating alerts: notify at 75% of SLA time elapsed, escalate at 90%, alert executive if breach occurs.
Respect time zones and business hours when executing workflows, ensuring notifications arrive during appropriate times and don't disturb recipients outside working hours.
Workflow automation delivers quantifiable business results that justify investment many times over.
15-20 hours per user per week recovered from manual, repetitive tasks. Sales reps spend time selling instead of doing data entry. Managers focus on coaching instead of chasing status updates.
23-35% increase in sales productivity when leads are contacted within 5 minutes instead of hours. Faster response times directly correlate with higher conversion rates.
90%+ reduction in process errors when workflows enforce consistent procedures, validate data automatically, and eliminate manual transfers between systems.
Average CSAT improvement of 28 points when customers receive instant acknowledgment, real-time updates, and faster resolution through automated service workflows.
18-25% reduction in customer churn through proactive engagement workflows that identify at-risk accounts early and trigger intervention before customers defect.
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 growth.
Salesboom delivers workflow automation advantages that competitors simply cannot match.
Create as many workflows as your business needs without artificial limits or per-workflow fees. Most competitors charge based on workflow quantity or execution volume, creating unpredictable costs that escalate as you use the platform more. Salesboom includes unlimited workflows in every subscription tier, allowing you to automate freely without worrying about usage-based billing.
Business users build and modify workflows without involving IT or developers. Intuitive visual interfaces, dropdown menus, and clear options make workflow creation accessible to anyone who understands their business processes, eliminating implementation bottlenecks and enabling agile process optimization.
Workflows operate within Salesboom's unified CRM platform, eliminating integration complexity. Single database, consistent user interface, and seamless data flow mean workflows can orchestrate sales, marketing, and service processes without fighting system silos or data synchronization delays.
Salesboom provides workflow consulting and support from experienced CRM specialists—not chatbots or offshore call centers. Get help designing complex workflows, troubleshooting execution issues, and identifying new automation opportunities from people who understand both the technology and your business challenges.
Workflow capabilities refined through two decades of real-world usage across 3,500+ businesses and 159 countries. Pre-built templates reflect proven best practices, automation features address actual business needs, and platform stability comes from mature, battle-tested technology.
Quarterly platform updates deliver new workflow capabilities, additional actions, enhanced triggers, and improved performance at no additional charge. Your automation capabilities grow continuously without requiring costly upgrades or migration projects.
Starting with workflow automation is easier than you think. Salesboom's proven implementation methodology ensures rapid time-to-value with minimal disruption.
30-minute consultation identifying your highest-impact automation opportunities based on current pain points and manual processes.
Review pre-built workflow templates matching your use cases and industry, selecting quick wins that deliver immediate value.
Adjust selected templates to match your specific business rules, terminology, field names, and organizational structure.
Pilot workflows with small user group, verify correct execution, and refine based on real-world feedback before full deployment.
Activate workflows for full team, provide training, monitor adoption, and celebrate time savings achieved.
Continuously identify additional automation opportunities, building library of workflows that systematically eliminate manual work.
Most organizations activate their first workflows within one week and achieve measurable time savings within two weeks.
Track workflow automation impact through clear metrics:
These metrics quantify ROI and justify continued investment in workflow optimization.
See how custom workflow automation eliminates repetitive tasks and accelerates your operations. Book a personalized demo to discover which processes could be automated today and start saving time immediately.
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