Automation · workflows

Follow-up runs on autopilot.

A visual workflow builder with triggers for every moment — lead created, deal stage changed, meeting booked, WhatsApp reply — starts sequences automatically across every channel, with conditions, delays and built-in guardrails.

Try it free for 14 days

🔒 app.am-crm.com/workflows

A real view of AM CRM: Automation · workflows

9:41

AM CRM on mobile: Automation · workflows

A trigger for everything

Any event can start a sequence.

Whether a new lead comes in, a deal changes stage or somebody replies to a WhatsApp message — AM CRM reacts within seconds and starts the right sequence. Time-based triggers ("no activity for 7 days") are built in too.

Lead created / imported
Deal moved to a new stage
Meeting booked / cancelled
Call finished with an outcome
WhatsApp or SMS reply
Time trigger · tag added / removed

Multi-channel actions

Email · SMS · WhatsApp — in the same flow.

One workflow can send messages over email, SMS and WhatsApp, set tags, move deals, create tasks and notify your team. The right channel at the right moment — with templates, placeholders and AI suggestions.

Send email · SMS · WhatsApp
Templates with {{firstName}} placeholders
AI reply suggestions
Set tags · update fields
Change deal stage · set owner
Create a team task · notify

🔒 app.am-crm.com/chat

A real AM CRM view: Email · SMS · WhatsApp — in the same flow.

9:41

AM CRM on mobile: Email · SMS · WhatsApp — in the same flow.

Drip with jitter

Sequences that don’t look like a robot.

Delays with random jitter make messages feel natural — a few seconds off instead of "exactly 24 hours after the trigger". Conditions branch on the WhatsApp window, the day or the lead status. Full control over timing and flow.

Time delays and "wait until" steps
Jitter · randomised delay
Conditions with AND/OR
Branching by status
Pause on reply
Resume after a delay

🔒 app.am-crm.com/tasks

A real AM CRM view: Sequences that don’t look like a robot.

9:41

AM CRM on mobile: Sequences that don’t look like a robot.

Guardrails

Limits · opt-out · dedup — automatically.

Jitter delays make messages feel natural. Daily limits, opt-out checks and duplicate detection protect your sender score and your account. When a limit is reached the workflow pauses — no data is lost.