CRM Automation
CRM automation reduces repetitive work, routing leads, creating follow-ups, and preparing drafts, while keeping humans in control.
#What it is
Built-in automations move routine CRM steps forward — routing leads, raising follow-ups, and preparing drafts — and can hand drafting to the Sales Agent for your approval. They are predefined, not built from triggers and conditions.
#Key capabilities
- Route or assign new leads automatically
- Create follow-ups on stage changes
- Prepare AI-drafted outreach for review
- Keep a human approval step for anything sent
#How to use it
1
Turn on the automations
Use the built-in CRM automations, such as follow-ups on stale leads and nurture sequences.
2
Let them run
They route leads, raise follow-ups, and can draft outreach for review.
3
Keep approval
Require review before anything reaches a customer.
Tip
Automate the routing and reminders; keep a person approving anything customer-facing.
#Related AI departments
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