Automate Your Sales Process
Minimize manual errors and save time by automating every step of your sales process. With Clovecrm, you can automate various routine tasks and help your team focus on the thing that matters the most- selling!
Key Features of Automated Lead and Deal Management
Automatically assign leads and deals to your team.
Auto-nurture leads/deals at every stage with contextual communication on Email, WhatsApp, and SMS.
Perform automated actions with event-based and time-based triggers.
Get automatic email and mobile reminders of upcoming activities.
Improve Sales Efficiency With Automation
Create Workflows in a Few Easy Steps
Automate just about any step of your sales process with Clovecrm workflows. Specify triggers, set conditions, define actions and let Clovecrm handle the rest.
Auto-Lead Assignment
Automate your emails with CloveCRM. Set up workflows to send standard emails automatically when adding new customers or updating their status, eliminating the need for manual sending.
Frequently Asked Questions
Sales Automation is a CRM feature that automates many repetitive and time-consuming tasks like data upload, task creation, lead routing etc. It opens up your team’s bandwidth and helps them focus on selling. You can set a seamless flow for all the recurring tasks needed for your business to ensure that your sales operations are happening smoothly.
The success of your business is dependent on revenue and eventually on the number of sales deals your team closes. Sales automation enables your teams to direct their full attention towards the sales, by eliminating repetitive administrative tasks. With sales automation in place, everything from client interactions, follow-ups, nurturing efforts etc. can be executed automatically in an error-free and timely manner. This helps businesses reach the right customer at the right time, build relationships and retain them accordingly.
Workflows can help you automate certain repetitive tasks performed throughout a sales process. It helps increase productivity and saves a lot of time. To establish a workflow you will have to set rules based on certain triggers and conditions followed by actions to be performed by the system when the selected trigger and conditions match. Workflows can save a lot of time that a salesperson might be spending in performing those tasks manually.
Webhooks are user-defined HTTP callbacks that allows you to send data from one platform to another.
Let's Stay Connected
Simply fill out the form below to create your account. We'll guide you through a quick and easy onboarding process to get you up and running in no time.
No Credit Card required. Start using CloveCRM for free today!