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Workflows and Automation

Automate Your Sales & Marketing: Win More Deals While You Sleep

Build powerful automations that nurture leads, follow up with customers, book appointments, and run your day-to-day business, all without adding headcount or working longer hours.

Why do I need to invest in Automation?

Research shows 63% of companies outperform their rivals thanks to marketing automation. Every hour your team spends on manual follow-ups, data entry, and repetitive tasks is an hour not spent on work that actually grows your business.

Multiplier CRM's Workflows & Automation engine lets you build sophisticated multi-step automations with a visual drag-and-drop builder. No coding required. From simple follow-up sequences to complex, branching customer journeys, you can automate virtually any process in your business.

Visual Workflow Builder: Build Automations Without Code

  • Design automation workflows visually using a drag-and-drop canvas. No technical skills needed.
  • Choose from hundreds of triggers including form submissions, appointment bookings, pipeline stage changes, payment receipts, tag additions, and more.
  • Add conditions and if/else branches so your automations respond differently based on contact data, behaviour, or timing.
  • Build multi-step sequences combining SMS, email, calls, task creation, pipeline updates, and AI responses in a single workflow.
  • Use the AI Workflow Assistant to describe what you want to automate in plain language and have the workflow built for you automatically.
Workflows and Automation: Visual Workflow Builder: Build Automations Without Code

Your 24/7 Lead Nurturing and Follow-Up Machine

  • Nurture leads automatically with personalised email and SMS sequences triggered by their actions.
  • Follow up instantly when a lead fills out a form, visits your pricing page, or abandons a booking. Strike while the iron is hot.
  • Set time-based delays and send messages at the optimal time for each contact's timezone.
  • Automatically re-engage cold leads with targeted win-back campaigns.
  • Build onboarding sequences that guide new customers through their first steps with your business.
Workflows and Automation: Your 24/7 Lead Nurturing and Follow-Up Machine

Business Operations on Autopilot

  • Automate appointment reminders, review requests, invoice follow-ups, and contract sends, eliminating repetitive admin.
  • Automatically create tasks, assign team members, and update CRM records as deals progress.
  • Trigger internal notifications to your team when a high-priority lead takes action.
  • Update pipeline stages, apply tags, and move contacts between lists automatically based on their behaviour.
Workflows and Automation: Business Operations on Autopilot

AI-Powered Steps Inside Your Workflows

  • Add AI actions directly inside any workflow. Have the AI draft a personalised email, classify a lead, or generate a follow-up message based on conversation context.
  • Use AI to analyse inbound messages and route conversations to the right team member or automated response.
  • Let the AI employee handle entire conversation threads within a workflow, only escalating to a human when needed.
Workflows and Automation: AI-Powered Steps Inside Your Workflows

Connect Your Favourite Tools

  • Native integrations with Google (Calendar, Ads, Analytics), Facebook (Ads, Messenger), Stripe, QuickBooks, Shopify, and more.
  • Connect to thousands of additional apps via Zapier, Make (Integromat), and webhooks.
  • Send and receive data between Multiplier CRM and your existing tools without custom development.
  • Create a seamless, automated experience across your entire technology stack.
Workflows and Automation: Connect Your Favourite Tools
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Ready to put Workflows and Automation to work?

Request a demo and we will show you exactly how Multiplier CRM fits your business.