Sales Automation & CRM Workflow Platform
Stop losing deals to slow follow-up and forgotten tasks. Automate your sales process so your team can focus on what they do best—building relationships and closing deals.
30%
More Deals Closed
With automated follow-up
50%
Time Saved
On administrative tasks
2x
Lead Response
Speed improvement
Sales Pipeline Automation
Your sales pipeline is the heartbeat of your business. Automate pipeline management to ensure deals move forward and nothing falls through the cracks.
Sample Automated Pipeline
New Lead
Auto-assign + Welcome email
Contacted
Schedule follow-up task
Qualified
Notify sales manager
Proposal Sent
Start follow-up sequence
Negotiation
Alert if no activity 3 days
Won
Trigger onboarding workflow
- Automatic deal stage progression
- Stale deal alerts and reminders
- Win/loss reason tracking
- Revenue forecasting
- Team performance metrics
- Pipeline velocity analysis
Intelligent Lead Assignment
Get leads to the right salesperson instantly. Automatic assignment rules ensure fast response times and balanced workloads.
Assignment Rules
- • Round-robin distribution
- • Territory-based assignment
- • Product/service expertise
- • Lead score thresholds
- • Availability-based routing
Speed to Lead
- • Instant assignment on form submit
- • Immediate notification to rep
- • Auto-dial or WhatsApp prompt
- • Response time tracking
- • Escalation if no response
Automated Follow-Up Sequences
The fortune is in the follow-up. Create persistent, personalized follow-up sequences that keep working even when your team is busy.
New Lead Follow-Up
Post-Demo Sequence
Proposal Follow-Up
Task & Activity Automation
Never forget a follow-up call or proposal deadline. Automatically create tasks based on deal stage, time triggers, and customer actions.
Call Reminders
Auto-scheduled based on lead status
Email Tasks
Prompted at optimal times
Activity Goals
Daily targets and tracking
Sales Analytics & Reporting
Pipeline Reports
- • Deal velocity by stage
- • Conversion rate analysis
- • Revenue forecasting
- • Win/loss breakdown
Team Performance
- • Rep activity metrics
- • Response time tracking
- • Close rate by rep
- • Quota attainment
Integrated Sales Stack
Sales automation works seamlessly with every other Bharat Funnels feature for a unified sales and marketing experience.
How to Automate Your Sales Process
Step-by-step guide to setting up sales automation that increases conversions and saves your team hours of manual work.
- 1
Map Your Sales Process
Document your current sales process from lead to close. Identify stages (Lead, Qualified, Proposal, Negotiation, Closed) and the actions taken at each stage.
- 2
Set Up Lead Routing
Create rules to automatically assign incoming leads to sales reps. Route based on territory, lead source, product interest, or round-robin distribution.
- 3
Build Pipeline Stages
Configure your CRM pipeline with stages matching your sales process. Set probability percentages and required fields for each stage.
- 4
Create Follow-up Sequences
Build automated sequences for each pipeline stage. New lead follow-up, proposal reminder, negotiation check-in, and win-back campaigns for lost deals.
- 5
Configure Task Automation
Set up automatic task creation when deals move stages. Assign call tasks, proposal tasks, and follow-up reminders to sales reps.
- 6
Set Up Team Notifications
Create alerts for important events: new high-value leads, stalled deals, approaching close dates, and deals won or lost.
- 7
Connect Quote and Payment
Automate quote generation and payment collection. Send quotes via email, track views, and trigger follow-ups when quotes go unsigned.
- 8
Monitor and Optimize
Track sales metrics: conversion rates by stage, average deal cycle, rep performance. Use data to refine your automation and improve results.
Frequently Asked Questions About Sales Automation
Common questions about sales automation and CRM workflows.
Ready to Automate Your Sales Process?
Stop losing deals to slow response and forgotten follow-ups. Start your free trial today and see how sales automation can transform your results.
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