✓ Award-Winning Cloud CRM Software Since 2003

Never Miss an Opportunity with Time-Based Workflow Automation

Stay accountable, honest, and agile with intelligent workflow automation that handles repetitive tasks while you focus on building your brand and delivering exceptional customer service.

40-60%

Reduction in Routine Tasks

50-70%

Fewer Missed Deadlines

15-25%

Increase in Deal Closure

22+

Years of Automation Innovation

The Hidden Cost of Manual Business Processes

Every day, businesses lose valuable opportunities because critical tasks fall through the cracks.

Follow-up emails go unsent. Important deadlines pass unnoticed. Sales leads grow cold while waiting for responses. Customer requests sit in queues too long. These aren't intentional failures—they're the inevitable result of relying on manual processes and human memory.

Lost Revenue

Missed follow-ups and delayed responses cost you deals that should have closed, reducing revenue and growth potential.

Damaged Relationships

Forgotten commitments and missed deadlines erode customer trust and harm your brand reputation over time.

Team Burnout

Constantly tracking repetitive tasks manually leads to exhaustion, errors, and high employee turnover.

Inconsistent Service

Different team members handle processes differently, creating inconsistent customer experiences across your organization.

Wasted Management Time

Managers spend hours supervising processes and ensuring accountability instead of focusing on strategic initiatives.

Limited Scalability

Growth requires proportional headcount increases when processes aren't automated, limiting your ability to scale efficiently.

Traditional task management tools and calendar reminders aren't enough. Your team deserves better, and your customers expect more.

The Organizational Power of Time-Based Workflow Automation

Intelligently orchestrate tasks, deadlines, and follow-ups without requiring constant human oversight.

Salesboom's Time-Based Workflow Automation transforms how your business operates by intelligently orchestrating tasks, deadlines, and follow-ups without requiring constant human oversight. The system works tirelessly in the background, ensuring every important step happens exactly when it should—automatically, reliably, and consistently.

Customization That Matches Your Unique Processes

Every business is different. Our time-based automation is fully customizable to match your specific processes, not force you into rigid templates.

  • Define trigger conditions based on dates, time elapsed, field values, or external events
  • Set precise timing for each automated action—minutes, hours, days, or weeks
  • Create conditional logic that adapts workflows based on customer responses
  • Build multi-step sequences with dependencies and branching paths
  • Configure escalation rules that engage managers when deadlines approach
  • Establish business hour awareness so actions happen during working hours
  • Design exception handling for special cases or priority customers

Accountability and Transparency Built In

Create a complete audit trail that ensures accountability and provides transparency into your operations.

  • Complete visibility into which workflows are active and their current status
  • Automatic notifications to team members when tasks are assigned or deadlines approach
  • Escalation workflows that alert supervisors when tasks remain incomplete
  • Performance metrics showing workflow completion rates and bottlenecks
  • Historical records of all automated actions for compliance and analysis
  • Real-time dashboards displaying workflow health across the organization
  • Exception reports highlighting workflows that require manual intervention

Powerful Automation That Works While You Sleep

From simple reminders to complex multi-stage processes involving multiple teams and systems.

Intelligent Task Scheduling

Automatically schedule and assign tasks based on elapsed time, specific dates, or triggering events. Sequences happen automatically without manual intervention.

Automated Follow-Up Sequences

Create nurture sequences that automatically engage prospects and customers over time with personalized emails, calls, and SMS messages.

Deadline Management & Escalation

Never miss an SLA or contractual deadline. The system monitors every commitment and automatically escalates issues when deadlines approach.

Recurring Task Automation

Eliminate tedious recurring activities. Automatically generate monthly reports, schedule quarterly reviews, or perform daily data backups.

Conditional Workflow Branching

Create intelligent workflows that adapt based on data, behavior, and outcomes. The system makes smart decisions based on your rules.

Cross-Department Orchestration

Coordinate activities across sales, marketing, service, operations, and finance teams with workflows that span departmental boundaries.

Real-World Automation Use Cases

See how businesses use time-based automation to transform their operations.

Lead Nurturing

Automatically engage new leads with timed email sequences, call reminders, and content delivery based on engagement.

Customer Onboarding

Guide new customers through structured onboarding with automated welcome emails, training schedules, and check-ins.

Contract Renewals

Trigger renewal processes 90, 60, and 30 days before expiration with automatic notifications and quote preparation.

Service Level Management

Automatically escalate support tickets approaching SLA breach thresholds with priority increases and manager alerts.

Win-Back Campaigns

Identify inactive customers and automatically launch re-engagement campaigns with special offers and personalized outreach.

Compliance Documentation

Schedule automatic compliance reviews, document collection, and approval workflows meeting regulatory requirements.

Enterprise-Grade Reliability You Can Trust

When your business processes depend on automation, reliability isn't optional—it's essential.

99.9% Uptime SLA

Redundant systems and automatic failover ensure your workflows execute reliably without interruption.

Real-Time Monitoring

Continuous workflow monitoring with instant alerts on failures enables quick resolution and minimal disruption.

Automatic Retry Logic

Intelligent retry mechanisms handle transient failures automatically without requiring manual intervention.

Complete Audit Trail

Every workflow action is logged and timestamped for troubleshooting, compliance, and continuous improvement.

Automated Backups

Regular automated backups of all workflow configurations protect against data loss and enable quick recovery.

Performance Optimization

Workflows execute in milliseconds with capacity planning and scaling for growing volumes.

Measurable ROI from Workflow Automation

The return on investment is both immediate and compound, delivering lasting business value.

40-60% Time Savings

Reduction in time spent on routine administrative tasks, freeing teams for high-value activities.

25-35% Faster Response

Improvement in customer response times through automated prioritization and assignment.

15-25% More Deals

Increase in deal closure rates from consistent, timely follow-up that never misses opportunities.

50-70% Fewer Missed Tasks

Reduction in missed deadlines and forgotten tasks through automated tracking and escalation.

30-40% Better Satisfaction

Improvement in employee satisfaction by eliminating tedious, repetitive work.

10-20% Revenue Growth

Revenue increase from better resource allocation to growth activities instead of administrative tasks.

Calculate Your ROI

Consider a 10-person team spending 15 hours per week on routine tasks that could be automated:

  • ✓ Weekly time savings: 150 hours
  • ✓ Annual time savings: 7,800 hours
  • ✓ At $50/hour average cost: $390,000 annual savings
  • ✓ Additional revenue from reallocated effort: $200,000+
  • ✓ Total annual value: $590,000+
  • ✓ Salesboom investment: $1,680-$3,600 annually
  • ROI: 16,000-35,000%

Workflow Automation with Security and Compliance Built In

Comprehensive security controls and compliance with major regulatory frameworks.

Role-Based Access Control

Limit who can create and modify workflows with granular permissions ensuring security and governance.

End-to-End Encryption

All workflow data encrypted in transit and at rest protecting sensitive business information.

Complete Audit Trails

Track every workflow action and user modification for compliance, forensics, and continuous improvement.

SOC 2 & GDPR Compliance

SOC 2 Type II compliance and GDPR readiness ensure adherence to regulatory requirements.

Ready to Automate Your Way to Greater Productivity?

Let us handle the tedious and repetitive parts of your business while you focus on growth, innovation, and customer excellence. Discover how time-based workflow automation can transform your operations.

Explore Salesboom Editions

Discover powerful CRM editions to scale your business efficiently.

Professional Edition

A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.

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Enterprise Edition

For large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.

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Team Edition

Perfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.

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Workflow & Revenue Management

CRM Workflow Management

Streamline and automate business processes with comprehensive CRM workflow tools. Learn more

Custom Workflow Tasks

Assign, track, and manage tasks efficiently with tailored workflow task automation. View tasks

Workflow System Alerts

Set automated system alerts to stay informed about critical business events. Set alerts

Workflow SMS Alerts

Receive instant SMS notifications for important workflow events to act fast. SMS alerts

Custom Workflow Rules

Define rules to automate approvals, notifications, and business logic across your CRM. Define rules

Enhanced Workflow Control

Gain full control and visibility over your workflows to increase efficiency and compliance. Explore control

Revenue Lifecycle Management

Optimize revenue generation across the customer lifecycle with AI-driven insights. Learn more

Revenue Operations Guide

Learn best practices for revenue operations tailored for SMEs to maximize growth. Read guide