Workflow module
Automations
Automations work your pipeline between calls. Triggers and conditions assign owners the moment a lead lands, chase idle enquiries on WhatsApp, escalate ageing files and notify managers — configured in the UI, with no counts or execution caps.
Workflow in motion
live- 01Trigger: lead created
- 02Condition: source = Meta Ads
- 03Action: assign + WhatsApp
- 04Executed 1,284 times
37
Active workflows
9,140
Actions / day
82%
Manual steps saved
In plain language
What automations means in practice
Automations are no-code rules made of a trigger, conditions and actions. A lead arrives, a stage changes, a task goes overdue, a call ends with a disposition — LEMAI then assigns, notifies, messages, moves or escalates.
Use cases
How teams use it every day
Instant assignment
Round-robin or rule-based owner allocation the moment a lead lands, day or night.
Idle-lead chase
No activity for 48 hours triggers a WhatsApp nudge and a manager alert.
Escalation ladders
High-value enquiries that stall escalate up the hierarchy automatically.
Moving from Manual allocation in a group chat
Leads are distributed fairly and instantly, with an audit trail.
Moving from An existing CRM
Workflow builder available in the standard plan instead of an enterprise upgrade.
How it works
From capture to closure
01
Trigger
Lead created, stage changed, field updated, task overdue, no activity for N hours.
02
Condition
Filter by source, product, branch, owner, value or any custom field.
03
Action
Assign, notify, message on WhatsApp or email, create a task, move a stage, escalate.
04
Measure
Execution logs show what fired, when and on which record.
Capabilities
Everything in this module
- Unlimited automations across CRM activity
- Trigger on lead stage and sub-stage change
- Conditional branching with multiple paths
- Auto-send WhatsApp, SMS and email templates
- Assign owners, create tasks and notify managers
Why it wins
What competitors charge extra for
- Unlimited automations on every plan — no workflow counts or tier unlocks
- WhatsApp and email actions built in
- Hierarchy-aware escalations that follow your reporting structure
- No developer or release cycle to change a rule
Teams throttled by workflow limits
Move every rule across and add the ones you never had room for.
Manual follow-up teams
Your first three automations usually remove hours of daily coordination.
FAQs
Automations questions, answered
Get started
See Automations on your own data
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
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