Automate data entry in your CRM

There’s a routine to your day-to-day, a predictable flow of tasks. But repetitive tasks pile up and drain your energy.

If, after winning a deal, you always send a brief welcome email to a new customer, this step can easily be automated.

In OnePageCRM, you can set up simple automations with Autoflow.

When to use Autoflow

Autoflow lets you pick a trigger and pair it with an operation.

A trigger is something you do in your CRM. For example, marking a deal as won.

An operation is a task your CRM kicks off automatically. For example, sending an email.

OnePageCRM makes sure you have complete control over what gets changed. Autoflow always asks for your confirmation. Nothing happens behind your back.

Here are three examples of how Autoflow can make your job much easier.

1. Automated follow-ups

Once a sales deal is marked as won, you have a tried-and-tested process. For example, update the contact’s status to Customer, send a thank-you email, and set a check-in reminder in thirty days.

If this isn’t automated, you can accidentally skip one of those steps. Most likely, the check-in reminder. Missing this step can affect your client retention rate.

In OnePageCRM, an Autoflow can trigger all three steps at once: the status update, the email, and the reminder.

2. Consistent data

Nurturing or onboarding new accounts is also a step-by-step process.

Usually, it’s not just a contact status that needs to be updated. You also add different tags for segmentation and targeted outreach.

With Autoflow, this process can be automated. For example, the CRM will use different email templates depending on the tag added to the new account.

It’s also one less thing to explain when onboarding new team members. They don’t need to memorize the process; the CRM does the job automatically.

3. Sales quotes

If you’re on a call with a prospect, you can set up a deal in a few clicks and trigger an automatic quote sent right to their email address.

Set the trigger to “New Deal Created” and pair it with an email template that has a quote block.

The moment the new deal is added, your CRM is ready to send the quote. One confirmation click, and it’s done.