Manual hand-offs
Someone has to remember to assign each new lead.
CRM · Sales Automation
CRM sales automation for every stage change.
Sales automation takes the routine next step for you. In Flaxxa CRM an automation is a trigger, optional conditions and actions: when a lead enters a stage or a deal is won, it can assign an owner, add a tag, create a task, update a field, enrol in a sequence, post to Slack or call a webhook.
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Capabilities
Everything CRM ships with.
◉
Lead management
◇
Pipelines & deals
✦
Stage automations
⌬
Sequences
◐
Scoring & forecasts
▣
Quotes, meetings & API
The full feature list→ Start free
- Lead, deal and activity triggers
- 11
- On the trigger's fields
- Conditions
- Including webhook and Slack
- 8 actions
- Every run
- Logged
01 / 04
Why automate sales tasks?
Forgotten tasks
"Send the contract" only happens if someone writes it down.
Copy into other tools
Won deals get retyped into the next system.
02 / 04
How does a Flaxxa CRM automation work?
Pick a trigger
Lead created, moved to a stage, qualified, deal won, activity logged and more.
Add conditions
Only run for a particular stage, source, owner or score band.
Choose actions
Assign, tag, create a task, move a deal, update a field, enrol, Slack or webhook.
It runs
Matching events run the actions, and each run is recorded.
03 / 04
Which automation actions are available?
Assign
Give the lead or deal an owner.
Tag and update
Add a tag or set a field such as status or source.
Create a task
A task on the record, due in the hours you choose.
Move a deal
Advance a deal to another stage.
Enrol in a sequence
Start follow-up for a lead or contact.
Slack and webhooks
Post to a Slack channel or send the record to Zapier, Make, n8n or your own URL.
04 / 04
What changes when the routine runs itself?
Instant hand-offs
New leads are assigned the moment they arrive.
Nothing forgotten
Tasks are created by the rules.
Connected tools
Records flow to the rest of your stack.
Keep exploring
More CRM capabilities
Sales Sequences
Sales email sequences inside your CRM: timed email and WhatsApp template steps with merge fields, started by hand, on qualification or on a deal stage.
Sales Pipeline
Sales pipeline software with drag-and-drop boards, several pipelines, stage win probabilities, rotting deal alerts and automations on every stage change.
CRM API
A CRM REST API: upsert leads by your own id, bulk upsert with per-row results, idempotent creates, deals, contacts, pipelines and signed webhooks.
FAQ
Sales Automation: common questions
Automations run when a lead is created, moves to a stage, is qualified, assigned, converted or lost, when a deal is created, changes stage, is won or lost, or when an activity is logged. They can assign, tag, create a task, move a deal, update a field, enrol in a sequence, notify Slack or send the record to a webhook.
Get started in minutes
Try Flaxxa CRM free.
Spin up a workspace and put Sales Automation through its paces.
Free plan · No credit card · Cancel anytime