Automations for CRM+

Automate follow-up, tasks, and status-based actions within 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.

1

Check whether CRM+ is active

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

Use Activate CRM+ for this.

2

Set up your sales funnel

Make sure your lead phases and funnel steps are set up correctly.

3

Create a new automation

Go to Settings → General → Automation and click Add.

4

Name the automation

For example: Follow-up task for new lead.

5

Choose a CRM+ event

Think of a status change for a sales opportunity or quotation.

6

Add criteria

Filter, for example, by lead source, segment, or process type.

7

Set actions

For example, choose a follow-up, internal notification, or creating a task.

8

Save

Check the settings and save the automation.

Frequently asked questions

Do I need a specific package for CRM+?

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

Can I combine CRM+ automations with work order actions?

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

Do quotation events also work as triggers?

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

Related topics

• CRM+
• OutSmart packages
• Power-Ups