Sales Automation
Automate Repetitive Tasks, Close More Deals

Build powerful automation workflows.

Automation Flow Preview

1
New Lead Created
2
Check Lead Score > 50
3
Assign to Senior Rep
4
Send Welcome Email
5
Schedule Follow-up Call

Visual Workflow Builder

Create complex automation workflows with a drag-and-drop visual builder. No coding required.

Trigger-Based Actions

Set triggers on lead status changes, form submissions, or time-based events to automate follow-ups.

Scheduled Sequences

Build drip campaigns and follow-up sequences that run on autopilot at the right time.

Conditional Logic

Add if/else branching to your workflows based on lead score, source, location, or any custom field.

Smart Notifications

Alert the right team member instantly when a high-value lead takes action or a deal moves stage.

Auto Lead Assignment

Distribute leads automatically based on round-robin, region, product, or custom rules.

Why Automate with LemaiCRM?

Reduce manual data entry by 80%
Never miss a follow-up again
Auto-assign leads to the right rep
Trigger WhatsApp & email sequences
Set SLA escalation rules
Custom workflow templates