Keep Every Step Connected.

Create personalized sequences, trigger-based workflows,
and connect your everyday business activities in one CRM.

The Benefits ofAutomation.

Timely Communication

Keep conversations going with automated messages, personalized follow-ups, and communication-based sequences at the right stage.

Connected Business Process

Bring multiple actions into one structured workflow, connecting triggers, tasks, and follow-up sequences.

Flexible Automation

Build automations around your business, customizing timing, adjusting workflow steps, and creating different processes for lead management, client communication, and internal operations.

Your ProcessWorking Together.

Create workflows that start with a specific trigger and continue through a series of connected actions

  • Set a trigger to start workflows
  • Add and organize multiple actions
  • Integrate sequences into workflows
  • Define the order of each step
  • Customize workflows for different processes
ProReCRM workflow builder for creating trigger-based automations and connecting multiple actions

FromTrigger to Action.

Automation that follows your Business Structure

  1. Choose your starting point

    Select an activity that represents your workflow start point, such as a new lead, birthday, or new contact.

  2. Build your process

    Add actions and arrange them in the right order. Create a sequence with relevant messages and emails, and integrate it into a workflow system to automate a process that matches your business requirements.

  3. Activate your automation

    Once your start point and the following actions are ready, activate it to run according to your defined triggers and steps.

Everything AboutAutomations.

Find answers to common questions about automated follow-ups, CRM workflows, and simplifying daily tasks.

Automated follow-up emails help businesses maintain communication with potential customers without sending every message manually. ProReCRM allows you to create email sequences with personalized messages and planned intervals, helping you build consistent follow-up processes after receiving a new lead.

Work Efficiently With Automation.

Discover how automated tasks and follow-ups can help your business.

or call +1 (877) 219-2375