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CRM & Workflow Automation

A CRM built around your actual sales process — not a generic pipeline your team has to bend their workflow to fit.

CRM & Workflow Automation
Overview

What's included in CRM & Workflow Automation

This product manages leads, customers and tasks in one place, with automation handling the repetitive follow-ups, reminders and handoffs your sales and support teams currently do by hand. Reporting gives managers visibility into pipeline health without chasing updates from individual reps.

Lead & Pipeline Management

Track every lead from first contact through to close.

Task Automation

Automatic reminders, follow-ups and handoffs between teams.

Team Reporting

Pipeline and performance visibility without manual status updates.

Customer Record Management

A single, complete history for every customer relationship.

Email & Communication Integration

Log calls, emails and messages against the right customer automatically.

Custom Sales Stages

A pipeline that matches how your team actually sells.

How it works

Never lose a lead, never repeat a task

Every lead in one pipeline
01

Every lead in one pipeline

See every opportunity by stage, owner and value. Move deals forward with a drag, and get reminders before a follow-up is missed.

  • ✓Drag-and-drop pipeline stages
  • ✓Lead source and owner tracking
  • ✓Automatic follow-up reminders
Automate the repetitive steps
02

Automate the repetitive steps

Set simple rules once: assign leads, send templates and create tasks automatically, without writing any code.

  • ✓Trigger-based assignment and reminders
  • ✓Email and SMS templates
  • ✓Rules that run around the clock
A complete view of each customer
03

A complete view of each customer

Calls, emails, notes and deals live on one profile, so anyone on the team can pick up a conversation without asking for context.

  • ✓Full interaction history
  • ✓Tasks and next actions on every profile
  • ✓Team-wide visibility with role-based access
Why This Product

What makes CRM & Workflow Automation distinct

Built as a real, configurable product — not a one-off build we won't touch again.

✓ Pipeline stages are configured around your actual sales process, not a fixed generic template.
✓ Automation handles routine follow-ups so reps spend time on conversations that need a human.
✓ Managers get pipeline visibility without needing to chase individual status updates.
✓ Every customer interaction is logged automatically against a single complete record.
✓ Reporting surfaces bottlenecks in the pipeline before they show up in missed targets.
✓ Integrates with the email and communication tools your team already uses daily.
Technology

Built on

The proven stack this product runs on, chosen for speed, security and long-term maintainability.

Re
Frontend

React

Component-driven interfaces that stay fast and easy to change as they grow.

No
Backend

Node.js

Scalable APIs, real-time features and integrations in one language.

Pg
Database

PostgreSQL

Reliable, standards-compliant database for complex data.

API
Integration

REST API

Clean, well-documented interfaces for apps and partners.

Want CRM & Workflow Automation for your business?

Tell us about your workflow — we'll show you how it maps onto this product.

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