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5 Features

Automate Everything

Build powerful automations with visual workflows, conditional logic, webhooks, and custom code — even trigger actions from e-commerce events.

Visual drag-and-drop workflow builder
Smart triggers and conditions
Webhook and API integrations
Post-purchase automation
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Your Business on Autopilot

Build workflows that handle repetitive tasks automatically so your team can focus on strategy.

  • Visual drag-and-drop builder
  • Smart triggers and conditions
  • Pre-built workflow templates
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app.smbcrm.com
Automation features in SMBcrm

Active Workflows

47

Time Saved

12hr/wk

Tasks Automated

1,893

Automation

Included Features

Everything you need in one powerful suite.

Visual Workflow Builder

Visual drag-and-drop workflow builder with multi-channel triggers and time delays.

  • Drag-and-drop visual builder
  • Multi-channel triggers and conditions
  • Time delays and segmentation logic

Conditional Logic & Triggers

If/then branching, contact filters, and event-based triggers for smart automation.

  • If/then branching logic
  • Contact and event-based triggers
  • Segmentation filters for targeting

Webhooks

Connect external services with custom webhook actions and saved webhook responses.

  • Custom webhook actions
  • Secure secret key masking
  • Save and map webhook responses

Custom Code Actions

Extend workflows with custom code actions and an AI-assisted built-in debug console.

  • Custom JavaScript code actions
  • AI-assisted code generation
  • Built-in debug console

Commerce Triggers

Automate abandoned checkout recovery, post-purchase follow-ups, and payment events.

  • Abandoned checkout recovery
  • Post-purchase follow-up automation
  • Payment event triggers
How It Works

How automation works

1

Trigger

Start workflows from any event — a new lead, a booking, a payment, a reply, a tag change.

2

Build

Drag-and-drop multi-step logic with conditions, delays, and branches — no code required.

3

Scale

Let automations handle follow-up, reminders, and handoffs while your team focuses on closing.

Common Questions

Frequently Asked Questions

Do I need coding skills to build automations?
No. SMBcrm uses a visual drag-and-drop workflow builder where you connect triggers, conditions, and actions without writing any code. Pre-built templates are available for common workflows.

What can I automate with SMBcrm?
Almost anything: lead follow-ups, appointment reminders, email and SMS sequences, pipeline stage changes, task creation, contact tagging, invoice sending, review requests, and more. You can also trigger automations from webhooks and external events.

How many automations can I create?
Unlimited. Create as many workflows as your business needs on any plan. There are no caps on the number of active automations or workflow steps.

Can automations trigger based on customer behavior?
Yes. Trigger workflows based on form submissions, email opens, link clicks, page visits, appointment bookings, payment events, pipeline stage changes, and dozens of other customer actions.

Does SMBcrm support webhook and API integrations?
Yes. Workflows can send and receive webhooks, make HTTP requests, and run custom code actions. This lets you connect SMBcrm automations to virtually any external tool or service.
Explore More

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Replace a dozen point tools with one platform built to capture leads, automate follow-up, and grow revenue.

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Full refund within 60 days if SMBcrm isn't right for you

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