How much time do you lose every week on repetitive tasks? Sending follow-up emails, chasing clients who haven't replied, assigning tasks to your team, checking deadlines. According to our data, the average business owner spends between 8 and 12 hours a week on tasks that could be automated. That's more than a full workday lost every week.
What is a CRM workflow?
A workflow is a series of automatic actions that trigger when a condition is met. For example: when a new lead comes in, send a welcome email, assign the lead to a salesperson, and schedule a follow-up in 3 days. All of it happens automatically, without anyone having to think about it.
The most popular workflows among our clients
The automatic follow-up workflow is the most used: when a quote is sent and gets no reply after 3 days, a follow-up email goes out. After 7 days with no reply, a text. After 14 days, a task is created for a phone call. This simple workflow alone raises the quote conversion rate from 20 to 35% among our clients.
The visual workflow builder
In toncrm.io, workflows are built visually with a drag-and-drop builder. No need to code or set up complicated Zapiers. You pick a trigger (new contact, deal moved, invoice sent), you add conditions (if the amount is over X, if the client is in industry Y), and you define the actions (send email, send text, create task, move deal).
Concrete examples by industry
For a construction contractor: when a quote is accepted, automatically create the contract, send it for signature, and schedule the first site visit. For a real estate agent: when a showing is completed, send a feedback email to the client and schedule a follow-up in 48 hours. For a CPA accountant: when a new engagement is created, send the engagement letter and the required documents automatically.
Multichannel workflows
A good workflow combines several channels: email, text, phone call, and internal tasks. toncrm.io lets you mix these channels within the same workflow. For example: day 0 follow-up email, day 3 reminder text, day 7 call task for the salesperson. SMS marketing has a 98% open rate, so adding it to your workflows multiplies their effectiveness.
Mistakes to avoid
The biggest mistake: automating too soon. Before you automate a process, make sure it works well manually. If your follow-up process is shaky, automating it will just amplify the problems. The other mistake: too much automation. If a client gets 5 automatic emails in a week, they'll unsubscribe. The frequency has to stay human.
Measuring the impact
toncrm.io measures the impact of every workflow: email open rates, text response rates, conversions generated. You can see exactly which workflows are performing and which ones need adjustment. It's continuous improvement based on data.
How much time do you save?
Our clients report saving an average of 6 to 10 hours a week thanks to automated workflows. At an hourly rate of $75/h, that represents between $450 and $750 of time saved every week. Workflows are available starting with the Pro plan ($179/month). It pays for itself in less than a week.
Ready to stop wasting time on repetitive tasks? Also read our guide on productivity and automation to go further.
