If this happens, do that
A new lead from a Meta ad? Assign it, send a WhatsApp template, and create a follow-up task for tomorrow — automatically. That's one workflow. Here's the rest:
- Trigger, condition, action — the engine that ties every module together.
- Lead routing to the right person or team.
- Cross-channel follow-ups over WhatsApp, email and SMS.
- Tagging and stage moves so the pipeline stays current on its own.
- Time-based triggers and drips to nurture on a schedule.
- Notifications that pull in a human the moment one's needed.
Automation is what turns features into a system
Because everything lives in Crimbox, a single workflow can touch a chat, a deal, an invoice and a task in one run — something you can't do when those things live in four different apps.