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Sales Automation Flow

You can perform multiple sales automation flows using Solid Performers CRM. Some major automation like Email, SMS, WhatsApp & Notification alerts can be done in a sequence/flow as well. You can also perform automated allocation of leads to users and reallocation of leads if no response in a certain time period.

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Create Multiple sequence with segregation by categories

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Automation to Lead/Deal/Client as well as users

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Easy to set new automation in minutes without any technical knowledge

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Auto Allocation of Leads to various Executives based on the source data and other filter parameters

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Prepare the Sequence

You can prepare the email or WhatsApp sequence before creating the actual automation.

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Select the Interval

The most important aspect of automation is the delivery based on time intervals. Make sure to select that effectively.

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Create Automation Sequence

Create the sales automation flow based on the required paraments and using the dynamic contents.

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Test the Settings

Make sure to test the settings properly before making the automation live.

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Create Multiple Flow

You can perform multiple automation flow based on various conditions or criterias.

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