Lead Management
Set It and Forget It with powerful Automation tools
SalesTown automation tools set you free! Create automated workflows like sending welcome emails to new leads or follow-ups at key stages in your sales pipeline. Plus,Stay proactive with notifications for upcoming tasks and overdue actions.
What is Automation ?
Automation is when tasks and processes are done automatically by a computer system, without needing human intervention. It helps save time, reduce errors, and make operations more efficient by handling repetitive tasks automatically.
How SalesTown CRM helps you with two key automation features:
Set Trigger-Based Notifications
- Task Automation: Automatically set activities when a new lead enters or a lead changes pipeline stages. You can also configure this to trigger immediate actions or set a delay for a few hours.
- Pipe Stage Change: Automatically send email notifications to leads or their contacts whenever their lead status changes within your sales pipeline. This keeps them informed and engaged throughout the sales cycle.
- Seeding Notification: Automatically send welcome emails to new leads when they are added to your CRM. This personal touch can make a great first impression.
- Add a Lead Follower on Stage Change: Assign a sales rep as a follower on a lead whenever the lead’s pipe stage changes. This ensures that the right person is always aware or takes care of the next step of the lead’s progress.
- Checklist Automation: Set a checklist of activities that must be completed before a lead can move to another stage.
Notification Automation
- Real-Time Alerts: Receive instant notifications for critical events, such as upcoming tasks, overdue follow-ups, or changes in the sales pipeline status.
- Overdue Follow-Ups: Receive alerts for tasks that haven’t been completed within the designated time frame, allowing you to take action and stay on top of your workload.
Stop Wasting Time
SalesTown CRM is your secret weapon for automating tedious tasks and boosting your sales team's productivity. Sign up today and experience the difference!