> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-crm+.md).

# Automations for CRM+

With **CRM+**, you automate parts of your sales process.

For example, you can start follow-up tasks, internal notifications, or next actions when a lead or quotation changes status.

Because automations are managed centrally, you can combine CRM+ events with actions from other modules.

{% stepper %}
{% step %}

### Check whether CRM+ is active

Make sure CRM+ is active before you create an automation.

Use [Activate CRM+](/marketplace-packages-and-power-ups/power-ups/crm+/activate-crm+.md) for this.
{% endstep %}

{% step %}

### Set up your sales funnel

Make sure your lead phases and funnel steps are set up correctly.
{% endstep %}

{% step %}

### Create a new automation

Go to **Settings → General → Automation** and click **Add**.
{% endstep %}

{% step %}

### Name the automation

For example: `Follow-up task for new lead`.
{% endstep %}

{% step %}

### Choose a CRM+ event

Think of a status change for a sales opportunity or quotation.
{% endstep %}

{% step %}

### Add criteria

Filter, for example, by lead source, segment, or process type.
{% endstep %}

{% step %}

### Set actions

For example, choose a follow-up, internal notification, or creating a task.
{% endstep %}

{% step %}

### Save

Check the settings and save the automation.
{% endstep %}
{% endstepper %}

## Frequently asked questions

<details>

<summary>Do I need a specific package for CRM+?</summary>

CRM+ is a separate Power-Up and is also included by default in **Maximize**.

</details>

<details>

<summary>Can I combine CRM+ automations with work order actions?</summary>

Yes. Because everything is managed centrally, you can work across modules.

</details>

<details>

<summary>Do quotation events also work as triggers?</summary>

Yes. Quotations can be used as a trigger or as an action.

</details>

## Related topics

* [**CRM+**](/marketplace-packages-and-power-ups/power-ups/crm+.md)
* [**OutSmart packages**](/marketplace-packages-and-power-ups/marketplace/outsmart-packages.md)
* [**Power-Ups**](/marketplace-packages-and-power-ups/power-ups.md)


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