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Put the busywork on autopilot

Build simple no-code workflows that chase leads, send reminders, move deals and update records for you — so your team spends time on customers, not admin.

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● No-code builder

If this, then that — your way

Pick a trigger, add conditions and choose what happens next. No developers, no scripts — just drag, drop and switch on.

✓ Triggers from leads, jobs, invoices, messages & more
✓ Conditions & branches for “only when…” logic
✓ Delays & schedules for perfectly-timed follow-ups
✓ Test, preview and watch executions run live

What’s inside

Workflows that earn their keep

🔔

Auto follow-ups

Nudge quiet leads and overdue invoices without lifting a finger.

↪️

Routing & assignment

Send the right job or enquiry to the right person automatically.

✉️

Messages on cue

Fire emails, SMS or WhatsApp at the perfect moment in your process.

🔄

Keep data tidy

Update statuses, create tasks and move deals as things change.

⏳

Delays & timing

Wait a day, a week or until a date before the next step runs.

📜

Execution history

A clear log of every run so you always know what happened and why.

● Save real hours

Win back 15 hours a week

The small, repetitive tasks that eat your day — reminders, updates, handovers — quietly disappear into the background.

✓ Start from ready-made workflow templates
✓ Switch automations on or off in a click
✓ Build across every module in CRMit

Better together

Works seamlessly with

📈

Leads →

Auto-chase and route every enquiry.

💬

Shared inbox →

Auto-reply and assign conversations.

💳

Payments →

Trigger reminders for overdue invoices.

Let CRMit do the admin

Book a demo and we’ll build a workflow live, around a task you do every day.

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