Automation

Visual workflows that react to CRM events — lead routing, reminders, alerts and follow-ups.

This is a visual placeholder — no automation actually runs yet. Connect the backend automation engine to activate these workflows.

New Lead Routing

Trigger: New Lead Received

Active

Assign Agent

Create Follow-up Task

Send WhatsApp Template

Lead Not Contacted Alert

Trigger: New Lead not contacted within 5 minutes

Active

Alert Agent

Notify Manager

Viewing Reminder

Trigger: 1 hour before scheduled viewing

Active

Send WhatsApp Reminder

Listing Expiry Notice

Trigger: 3 days before listing expiry

Inactive

Notify Listing Manager

Suggest Renewal

Post-Viewing Feedback

Trigger: Viewing marked as Completed

Active

Send Feedback Survey

Create Follow-up Task