CRM Automation
Always-on workflows powering your pipeline
Search leads, properties…K
Workflows
12 active · 3 drafts
Hot lead → instant WhatsApp
LiveTrigger · Score ≥ 90
WhatsApp greeting
→AI qualification
→Route to agent
→Calendar offer
1,284 runs
94%
Mortgage pre-qualification
LiveTrigger · Budget verified
Send DLD checklist
→Partner bank handoff
→Status sync
→Notify agent
642 runs
81%
7-day nurture · investors
LiveTrigger · Intent = Investment
Market report
→Yield calculator
→ROI case study
→Re-engage chat
2,431 runs
37%
Viewing no-show recovery
PausedTrigger · Missed appointment
Apology + reschedule
→Send alternatives
→Agent call task
184 runs
62%
Live
Automation timeline
Just now
AI replied to Lukas Weber on WhatsApp
2m
Viewing booked — Stella Maris · Sat 11:00
8m
Auto-sent yield report to Priya Sharma
14m
Task created: call Mohammed Al-Mansoori
31m
DLD checklist generated for Daniel O'Connor
1h
Marsad re-scored 142 leads after market update