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
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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
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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
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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.

  • Daily limit per channel
  • Opt-outs honoured automatically
  • Duplicate check before every send
  • WhatsApp 24-hour window detected
  • Retry logic when something fails
  • History and errors in plain sight
On your phone too

Start and stop workflows on the move.

Activate, pause, check runs, see errors straight away. Guardrail limits in view without opening a laptop.

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More features

All in one system.

Flow builder

Webhooks & HTTP

External systems in and out — POST/GET, without Zapier.

Take a look
CRM

Triggers on the deal

Every stage change can start a sequence — conditions included.

Take a look
Booking

Reminder automation

Follow up automatically before and after the meeting.

Take a look

Ready for more closed deals?

14 days free, no credit card, up and running in 15 minutes. If you do not like it, simply do not carry on.