What automation workflows are available in Heffl CRM?
Heffl CRM offers powerful automation workflows including lead nurturing, follow-up sequences, task assignments, email campaigns, and custom triggers based on customer actions.
Streamline your business processes with Heffl CRM's automation capabilities:
Lead Management Automation
- Automatic lead scoring and qualification
- Lead assignment based on criteria
- Follow-up reminder automation
- Lead nurturing email sequences
Customer Communication
- Welcome email series for new customers
- Birthday and anniversary greetings
- Service reminder notifications
- Payment due reminders
Task & Project Automation
- Automatic task creation and assignment
- Project milestone notifications
- Deadline reminders and escalations
- Status update notifications
Sales Process Automation
- Quote generation and sending
- Invoice creation and delivery
- Deal stage progression triggers
- Sales team notifications
