Workflow Automation
Deal Automation
Put your repetitive follow-up sequences on autopilot
Auto Follow-Up Reminders
What it does
Inside Deal Automation
Auto-assign follow-ups and reminders so no deal goes cold.
WhatsApp & email drip sequencesTrigger multi-step automated follow-ups after quote dispatch, demo scheduling, or no-response scenarios — with personalized variables per lead.
Automated task creationAssign demo calls, proposal prep, and technical pre-sales tasks to the correct team member the instant a deal enters a new stage.
Lead scoring engineScore leads in real time based on email open rates, website visit frequency, WhatsApp response speed, and declared budget fit.
SLA breach escalationAuto-escalate to sales head if enterprise leads above a defined value threshold sit uncontacted for more than 15 minutes after capture.
Stage-based trigger automationMove deals to the next stage automatically when the customer opens a PDF proposal, clicks a payment link, or replies to a WhatsApp message.
Automated quote & proposal dispatchGenerate personalized PDF proposals from deal data and dispatch via email and WhatsApp with one click, logging delivery and open events.
How it works
Deal Automation in 3 steps
01
Define TriggerExample: "Deal moves to Proposal Sent stage" or "New lead has not been contacted in 30 minutes."02
Run ActionAutomatically send a WhatsApp brochure and set a callback reminder for 48 hours later.03
Escalate If StalledIf no client reply arrives within 5 days, branch manager receives an automatic alert.Why teams switch
What changes on day one.
- Follow-ups happen on schedule even when the rep is on leave or swamped.
- Hot leads never go cold waiting for someone to remember to call back.
- Sales heads get alerted to stalled high-value deals before it is too late to save them.
- Reps spend their time selling instead of manually typing the same WhatsApp message.
- Every prospect gets a consistent, on-brand follow-up sequence, not whatever a rep remembers.
- Deal stages update themselves based on real customer actions, not manual guesswork.
Questions
Deal Automation: FAQs
Yes. Insert dynamic variables like {{first_name}}, {{company}}, {{quote_amount}}, {{product_name}}, and PDF download links into every template message.
All Sleet Accounting CRM plans include unlimited trigger-action automation workflows. Build sequences for every product, territory, and deal size without any plan-level restrictions.
Yes. Build independent workflows for each product line, deal source (IndiaMART vs website), or lead segment so every prospect gets a relevant, targeted follow-up sequence.
You can configure automation to respect business hours (e.g., never send WhatsApp before 9am or after 8pm), or run 24/7 for digital channels like email — the choice is yours per workflow.
Yes. When a client views your digital proposal, clicks a payment link, or sends a reply on WhatsApp, the deal stage advances automatically and the rep is notified.
You define a deal value threshold (e.g., leads above ₹5 lakh). If such a lead goes uncontacted beyond your SLA window, the system sends an immediate alert to the sales manager with the lead details.
Yes. Reps can pause, skip, or manually override any active automation sequence for an individual deal without affecting other leads in the same pipeline.
See Deal Automation on your own data.
A 30-minute demo built around your team, branches and compliance rules.