Reclaim 20+ hours per week with intelligent workflow automation that handles routine tasks, triggers smart alerts, and keeps your entire team focused on what actually drives revenue.
Hours Saved Per Week
Time Spent on Admin
Automated Monitoring
Coding Required
Stop wasting time on busywork that could be automated
Your team spends up to 40% of their workweek on administrative tasks that could be automated. Every manual email, every status update, every reminder that gets sent individually—these aren't just time-wasters, they're profit killers.
Manual processes don't just waste time—they cost you deals, damage customer relationships, and drain employee morale. The solution isn't working harder or hiring more people. It's working smarter through intelligent automation.
Enterprise-grade automation without enterprise-level complexity
Salesboom's CRM workflow automation engine transforms how your business operates by eliminating repetitive tasks and ensuring nothing falls through the cracks. Our system monitors your entire sales, marketing, and service operations 24/7, automatically taking action based on the rules and triggers you define.
The workflow engine monitors every record in your CRM in real-time. When specific conditions are met—a deal reaches a certain value, a lead goes uncontacted for too long, a support ticket ages past SLA thresholds—the system instantly springs into action.
Trigger capabilities include:
Once triggered, the workflow engine can execute virtually any action your team would normally perform manually. From sending personalized emails to creating tasks to updating records across multiple modules—all happen instantly and flawlessly.
Automated actions include:
Free your sales team from administrative busywork
Automatically notify sales managers the instant an opportunity reaches critical thresholds based on deal value and probability. Managers receive real-time alerts when deals require executive involvement, additional resources, or special pricing approval.
The system monitors opportunity stages and sends escalating alerts as deals progress, ensuring appropriate oversight at each milestone while preventing micromanagement of smaller opportunities.
Detect and alert managers immediately when opportunity probability drops, deal size shrinks, or close dates slip. Early warning enables proactive intervention before deals are lost completely.
The workflow engine analyzes historical patterns to identify at-risk deals before reps manually update the forecast, giving managers critical time to coach, provide resources, or reassign opportunities.
Automatically trigger follow-up sequences when leads haven't been contacted within your defined timeframe. No more leads going cold because a rep forgot to follow up or got busy with other priorities.
The system sends escalating reminders to assigned reps, then automatically reassigns neglected leads to available team members if no action is taken, ensuring every opportunity receives appropriate attention.
When deals close, automatically trigger comprehensive customer onboarding workflows that create implementation tasks, schedule kickoff meetings, generate welcome emails, and notify relevant departments.
This seamless handoff from sales to delivery eliminates the dreaded post-sale limbo where new customers feel abandoned and churn risk spikes.
Respond faster, resolve smarter, satisfy more
Automatically flag and prioritize tickets from high-value customers, escalating issues to senior support specialists and notifying account managers instantly to prevent churn of critical accounts.
Monitor ticket age and send escalating alerts as SLA deadlines approach. Automatically reassign tickets nearing breach to available agents and notify managers when intervention is required.
Automatically send customized satisfaction surveys after ticket resolution. Track response rates and alert managers to negative feedback for immediate follow-up and service recovery.
Real business impact you can track and quantify
Teams reclaim 20+ hours per week previously spent on manual, repetitive tasks—time now invested in revenue-generating activities.
Automated routing and alerts reduce response times by 50-70%, dramatically improving customer satisfaction and issue resolution.
Automated follow-ups and reminders ensure no opportunity or customer issue falls through the cracks due to human oversight.
Every customer receives identical high-quality treatment regardless of which employee handles their interaction.
Managers gain real-time insight into operations without micromanaging, with instant alerts when intervention is needed.
Handle 10x the workload without 10x the headcount as automation multiplies team capacity and efficiency.
Automation that scales with your business
Our intuitive drag-and-drop workflow builder empowers business users to create automation without writing code. Visual designers make it easy to select trigger conditions, define multi-step actions, and set up conditional logic.
Features: Point-and-click configuration, sandbox testing, workflow templates, export/import capabilities.
Accelerate deployment with dozens of pre-configured workflow templates for common business scenarios including lead assignment, sales stage progression, customer onboarding, and support escalation.
Benefit: Use as-is or customize to match your specific business requirements for fast time-to-value.
For complex workflows or large-scale deployments, Salesboom's professional services team can design, build, and deploy custom automation tailored to your unique processes.
Expertise: We combine deep CRM knowledge with business process consulting to optimize operations.
Average time saved per employee per week
Faster response times to customer inquiries
Reduction in manual data entry errors
Typical payback period for automation investment
Unified processes that span your technology ecosystem
Trigger external system actions from CRM workflows:
For custom integrations, Salesboom supports both inbound and outbound webhooks plus comprehensive REST API access.
Developers can build custom integrations that make Salesboom the central nervous system orchestrating processes across your entire business infrastructure.
See exactly how workflow automation can transform your business operations. Schedule a personalized demo and we'll show you automation scenarios specific to your industry and use cases.
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