Automation is an advanced workflow engine that helps to automate lots of business tasks. You can build your complete business process using the Salesmate Automation module.
Automate the entire customer journey with visual marketing automation software that helps you connect, and stay closer to your customers than ever before
Organize all of the information you collect about your leads and customers in one place. Segment your customers based on activity and demographics to send highly personalized messages.
With the Salesmate Automation feature, you can visualize your customer success journey within the CRM.
Through the feature, you will be able to create customer journeys that capture and convert new opportunities into Sales Revenue. Plan customer delight experiences that generate repeat buyers and loyal clients.
To create your Automation go to the left-hand side menu panel :
- Click on the Automation icon
Automation contains the following components:
- Triggers - Process Initiators which brings a record inside automation flow
- Conditions - Let you build a complete flow and exit points for automation.
- Actions - Perform the business action to achieve your required results.