Automatizer

Is your team spending valuable time on repetitive, manual tasks? Do missed follow-ups and dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. entry errors slow down your sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers.? It’s time to transform how you work. Pipeliner CRM’s Automatizer is a powerful, no-code automation engine that takes the busywork out of your day, so you can focus on what you do best: selling.

Stop Manually Managing. Start Automatically Winning.

Automatizer isn’t just another feature; it’s your personal workflow wizard. It gives you the power to design and deploy custom sales processes without writing a single line of code. Using a simple, visual point-and-click interface, you can build intelligent workflows that work for you, not against you.

Here’s how Automatizer turns repetitive tasks into seamless wins:

• Triggered by Your Actions, Not a Calendar: Create automated processes that fire based on key events. When a leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. is created, an opportunity is won, an email is received, or a specific date passes, Automatizer springs into action.
• Intelligent “If/Then” Logic: Go beyond simple automation. Use conditions to define precisely when and where actions should take place. For example, automatically follow up with a lead if their last contact date was over 30 days ago, or send a notification to a manager if an opportunity value exceeds a certain amount.
• Multi-Step Automation: Your processes are complex, so your automation should be too. Automatizer lets you chain multiple actions together. Send an email, create a task, update a record, and trigger a webhook—all in a single, automated workflow.

Stop Manually Managing. Start Automatically Winning.

Automatizer isn’t just another feature; it’s your personal workflow wizard. It gives you the power to design and deploy custom sales processes without writing a single line of code. Using a simple, visual point-and-click interface, you can build intelligent workflows that work for you, not against you.

Here’s how Automatizer turns repetitive tasks into seamless wins:

• Triggered by Your Actions, Not a Calendar: Create automated processes that fire based on key events. When a lead is created, an opportunity is won, an email is received, or a specific date passes, Automatizer springs into action.
• Intelligent “If/Then” Logic: Go beyond simple automation. Use conditions to define precisely when and where actions should take place. For example, automatically follow up with a lead if their last contact date was over 30 days ago, or send a notification to a manager if an opportunity value exceeds a certain amount.
• Multi-Step Automation: Your processes are complex, so your automation should be too. Automatizer lets you chain multiple actions together. Send an email, create a task, update a record, and trigger a webhook—all in a single, automated workflow.

The Power of Automation, Tailored to Your Business

Every sales team is unique, and Automatizer is built to adapt. It seamlessly integrates with the rest of your Pipeliner CRM, using your existing data to drive smarter, faster results.

Automate Your Entire Sales Cycle

From lead nurturingLead Nurturing Lead Nurturing refers to the process of engaging and building long-term relationships with prospective customers through different marketing techniques that develop their preference for your product and services. to post-sale follow-ups, Automatizer covers it all:

• Lead Management: Automatically route new leads to the right rep, create a follow-up task, and enroll them in a personalized email sequence.
• Opportunity Management: When an opportunity is marked “Won,” Automatizer can automatically:
  • Update the related AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company.’s “CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Type.”
  • Create a task for your team to handle invoicing.
  • Send a personalized “Thank You” email to the customer.
• Proactive Follow-ups: Never let a lead go cold. Schedule automated check-ins for contacts who haven’t been contacted in a set period, ensuring consistent engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience. and better customer relationships.
• Archive Outdated Opportunities: Clean up your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. automatically. Set up a rule to archive opportunities that are past their close date with a specific “Lost Reason,” keeping your data current and actionable.

Every sales team is unique, and Automatizer is built to adapt. It seamlessly integrates with the rest of your Pipeliner CRM, using your existing data to drive smarter, faster results.

Automate Your Entire Sales Cycle

From lead nurturing to post-sale follow-ups, Automatizer covers it all:

• Lead Management: Automatically route new leads to the right rep, create a follow-up task, and enroll them in a personalized email sequence.
• Opportunity Management: When an opportunity is marked “Won,” Automatizer can automatically:
  • Update the related Account’s “Customer Type.”
  • Create a task for your team to handle invoicing.
  • Send a personalized “Thank You” email to the customer.
• Proactive Follow-ups: Never let a lead go cold. Schedule automated check-ins for contacts who haven’t been contacted in a set period, ensuring consistent engagement and better customer relationships.
• Archive Outdated Opportunities: Clean up your pipeline automatically. Set up a rule to archive opportunities that are past their close date with a specific “Lost Reason,” keeping your data current and actionable.