CRM MODULE
⚡ Workflow & Automation Engine
8
Active Rules
342
Triggered Today
1,240
Emails Automated
14.5 hrs
Time Saved Today
SAMPLE WORKFLOW: NEW LEAD AUTOMATION
🎯
Lead Created
Trigger Event
→
📧
Send Welcome Email
Immediate
→
👤
Assign to Rep
Round-Robin
→
✅
Create Follow-up Task
After 24 hrs
→
💬
WhatsApp Greeting
After 48 hrs
AUTOMATION RULES
| Rule Name | Trigger | Action | Status | Triggered | Toggle |
|---|---|---|---|---|---|
| Welcome New Lead | Lead Created | Send Email + Assign Rep | Active | 247 times | |
| Follow-up Reminder | No Activity 48hrs | Create Task + Alert Rep | Active | 89 times | |
| Invoice Overdue Alert | Payment Due +7 days | Send SMS + Email | Active | 34 times | |
| High Score Lead | AI Score > 80 | Assign to Senior Rep | Active | 22 times | |
| Deal Won Celebration | Opportunity Won | Notify Team + Update CRM | Active | 31 times | |
| AMC Renewal Alert | Contract Expiry -30d | Email + Task + WhatsApp | Active | 12 times | |
| Cold Lead Re-engage | No Activity 30 days | Send Campaign Email | Inactive | 0 times | |
| Birthday Greetings | Customer Birthday | Send WhatsApp | Active | 7 times |
APPROVAL WORKFLOWS — PENDING
| Request | Requested By | Amount | Type | Actions |
|---|---|---|---|---|
| Expense Claim EXP-042 | Amit Mehta | ₹18,500 | Expense | |
| Discount > 20% on QT-092 | Priya Sharma | 21% off | Discount |
AUTOMATION LOG
✓
Welcome email sent to Rajesh Verma
2 min ago • Rule: Welcome New Lead
✓
Follow-up task created for Meera Singh
15 min ago • Rule: Follow-up Reminder
✓
Invoice overdue SMS sent to Alpha Logistics
1 hr ago • Rule: Invoice Overdue Alert
✓
High-score lead assigned to Rajesh Kumar
2 hrs ago • Rule: High Score Lead
✓
Deal won notification sent to team
3 hrs ago • Rule: Deal Won Celebration
✓
AMC renewal alert sent to Northern Railways
5 hrs ago • Rule: AMC Renewal Alert
✓
Birthday WhatsApp sent to Priya Sharma
8 hrs ago • Rule: Birthday Greetings