Features · Automations
The follow-up happens without anyone remembering it
Simple rules: when a deal moves into a stage, or a record is added, CybrRM adds a task, sets the owner or writes a note.
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When this happens, do that
Turn a change of stage into a next step.
Two kinds of trigger and three kinds of action. Owners and admins set the rules; automations don't set each other off.
- When
- A deal moves into a stage, or a record is created.
- Then
- Add a task, set the owner, or add a note. Several actions can follow one trigger.
- Limits
- Up to 50 automations per workspace and 10 actions each. Automations don't set each other off.
- Who
- Owners and admins set them up.
Put the follow-up where you can see it
- Follow up on every quote
- When a deal moves into your quote stage, add a task for its owner to call in three days.
- Welcome new clients
- When a client is added, set the owner and add a note.
- Say thank you
- When a deal is won, add a task to send a thank-you.
The limits
- Automations per workspace
- Up to 50
- Actions per automation
- Up to 10
- Chains
- Automations don't set each other off, so one can't start a loop
- Who sets them up
- Owners and admins
Set up the next step for your next job
Start your trial, pick your trade, and add a rule for the follow-up you do most.
Start free trial
14-day free trial. No card needed.