Automation
CRM automation: follow-ups and reminders run themselves
Automation in Clientee CRM takes over the repetitive work you have no time for. It texts back a missed call, replies to a new inquiry right away, sends a follow-up after a quote and alerts a colleague when action is needed. We build the workflows around how you actually work, and you watch the results.
(01) Manual work
What you still do by hand
- 01
A missed call is a lost customer
You're in a meeting and the phone rings. The customer tries two competitors, and whoever calls back first wins.
- 02
You reach new leads too late
An inquiry from your website came in on Friday afternoon. You see it on Monday. By then the customer has another quote.
- 03
Your old database sits idle
You have hundreds of past customers and inquiries that never turned into orders. Nobody contacts them because nobody has the time.
Find out what you can stop doing by hand
Book a free call(02) In the workflow
What automation does for you
- 01/06
Visual workflow builder
Trigger, condition, action. You see each automation as a clear diagram, so you know exactly what happens and when.
- 02/06
Missed-call text-back
Couldn't pick up? The caller gets a text right away: “Sorry we missed your call. How can we help?” The conversation continues in writing.
- 03/06
Instant reply to new leads
An inquiry from your website, Facebook or Instagram gets a reply within moments. The lead goes into the pipeline and you get a notification.
- 04/06
Follow-ups that don't get forgotten
Sent a quote and heard nothing? After a few days the system sends a polite reminder. When the customer replies, the automation stops.
- 05/06
Database reactivation
A campaign for past customers and unfinished inquiries. Often the quickest way to new jobs without spending on ads.
- 06/06
Internal notifications
When an important inquiry arrives or a deal moves forward, the right person on your team is notified by email, SMS or in the app.
How we think about it
Automation isn't meant to replace the personal touch. It makes sure the customer gets to it at all.
(03) Workflow
From the bottleneck to a running automation
- 01
We find the bottlenecks
We look at where customers slip away and what your team keeps doing by hand.
- 02
We design the workflows
We plan specific automations and write the messages in your language, so they sound like you and not like a robot.
- 03
We launch and test
We run every automation on a test contact before it reaches real customers.
- 04
We fine-tune based on results
We track what works and keep adjusting the wording, timing and conditions.
(04) FAQ
Questions about automation
01Won't it feel robotic to customers?
Not if the messages are well written. We keep them short and in your tone. As soon as the customer replies, a person takes over, or the AI assistant within the limits you set.
02Do I need to know how to code?
Not at all. We build the automations in the visual editor of HighLevel, the platform Clientee CRM runs on. You just approve what should happen.
03Does missed-call text-back work with my number?
It needs your calls to go through a phone number connected to the CRM. Number availability and SMS support differ by country, and some countries require proof of a local address. We check this for your country first, or port your existing number.
04Is database reactivation GDPR-compliant?
You can contact people you have a legal basis for, typically consent or an existing customer relationship. We help you split the database accordingly and add an unsubscribe option to every message.
05How long does setup take?
Basic automations, such as missed-call text-back or replies to new leads, go live soon after your channels are connected. We add more complex scenarios step by step, starting with what brings you the most.
06How is this different from automation in HubSpot?
The principle is similar. The difference is scope and setup. In Clientee CRM, automation runs across SMS, email, WhatsApp, social media, the calendar and the pipeline, and we build and maintain it for you.
(06) Contact
Find out what you can stop doing by hand
In a consultation we pick the first automations that will save you time fastest and bring back customers you've been losing.