Trigger-based workflows that run your follow-up the way you would.
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Hi there, This is the last piece of The New REsimpli I want to show you: Automations. Most CRM "automation" is just a timed drip. REsimpli goes much further. Automations let you build a trigger-based workflow around the way your business follows up. |
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Here is one simple example: |
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You can trigger workflows when a lead is created, a tag or field changes, a stage moves, an offer is created, an appointment is booked, or a communication is received. Then you can assign users and roles, send SMS or email, create tasks, add tags and notes, update fields, change pipelines or stages, notify your team, add delays and conditions, stop another Automation, or define when the workflow itself should stop. |
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If you run solo, this can give you time back. If you run a team, it can make the playbook more consistent for every lead. Want to see how REsimpli can help 2x your business? Book a demo and we will show you exactly how. |
Sharad |
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