CRM-NG

Workflow

Proven follow-ups, ready to switch on.

A library of ready-made workflows for tickets, sales, billing, projects, assets, bookings, HR and marketing, each one switched on in a click or customised first.

Download CRM-NGBack to Workflow
The library, searchable and filed by area, with Recommended workflows and Start blank at the top.
The library, searchable and filed by area, with Recommended workflows and Start blank at the top.

Why it matters

Knowing what to automate is half the work. Most teams know they should chase overdue invoices and ask for feedback, but never get round to setting it up, and a blank automation screen makes it easy to put off for another month. Meanwhile the same reminders are typed by hand, or forgotten.

Ready-made library in detail

  • Tickets

    Keep service moving.

    • Route new tickets by priority or skills, or to whoever is least busy
    • SLA due soon and SLA breached alerts; escalate unassigned critical tickets
    • Nudge, then close tickets waiting on the client; ask for feedback when resolved

  • Clients and sales

    Never let a lead or deal go quiet.

    • New lead: call within the day; lead becomes a client: start onboarding
    • Deal closes in 3 days, deal past its close date, deal lost: revisit in 90 days
    • Estimate expiring, accepted or declined

  • Billing

    Get paid without the awkward calls.

    • Invoice due in a week: friendly heads-up
    • 30 and 60 days overdue: call, flag and decide next steps
    • Paid in full: thank the client

  • Projects, assets, HR and marketing

    The rest of the business, covered too.

    • Project kick-off, pre-delivery review and overdue projects
    • Stock at reorder level and warranty ending in 30 days
    • Birthdays, work anniversaries and escalated approvals
    • New lead nurture, form follow-ups and hot website visitors

See it in action

The workflow library: ready-made workflows filed by area, each one switch away from running.
The workflow library: ready-made workflows filed by area, each one switch away from running.

Questions

Are library workflows switched on straight away?

The recommended set is added switched off so you can look first. A single library workflow starts working when you switch it on.

Can I change a library workflow?

Yes. Customize opens a copy on the map where you can change any step.

More about Workflow

  • Workflow Builder

    A visual map for multi-step automations: triggers, conditions, waits, branches, actions and goals, with dry-run testing and a record of every run.

  • Workflow overview

See Workflow running on your own data.

Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.

Download CRM-NG