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CRM Automation Software Put Your Busywork on Autopilot.
Build workflows that assign leads, send messages, create tasks and update deals the moment something happens. Set them once and let Tranquil run your routine work around the clock.
Your Team's To-Do List, Handled by the CRM
More customers mean more follow-up calls, record updates, task assignments, reminders and interaction tracking. Doing all of it by hand invites errors and drains productivity.
CRM automation uses automated workflows for sales, lead and customer activities, like following up, assigning leads and updating records, so your employees become more effective.
- Reduce manual work
- Manage customer interactions
- Schedule follow-up activities
- Assign leads automatically
- Build an effective sales process
- Minimise data entry
Every Part of Your Sales Engine, Turning Together
One automation engine drives four outcomes at once, so your team spends its time selling instead of chasing admin.
Automate repetitive tasks
Task and appointment reminders, data entry and report generation run on their own, freeing your team for higher-value work.
Hands-free lead management
Leads are captured, distributed to reps, followed up and updated automatically, raising the chance to convert.
More sales, more productivity
Less repetitive work and a well-managed workload mean less wasted time and more selling.
Standardised business processes
Processes are followed the same way by every team, which lifts client satisfaction.
Automate the Entire Sales Process, From Lead to Order
Each step below runs on rules you define, and reports and customer data keep themselves up to date along the way.
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2
Assigned by rules
Routed to the right rep by territory, source or workload.
Lead assignment -
3
Task created
Calls and meetings are scheduled with due dates.
Task automation - 4
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5
Order placed
The deal is won and the order is created automatically.
Workflow automation -
6
Report generated
Dashboards and sales reports refresh themselves.
Auto reports
One Automated Journey, From First Enquiry to Deal Closed
Every lead is captured, called by AI, nurtured day by day and followed up on schedule. Leads that drop out are re-churned for years, not forgotten. Pick your industry to see the same journey in your terms.
Nurturing
Re-churn
Nurturing
Re-churn
- Day 1Template 1
- Day 5Template 2
- Day 10Template 3
- Day 15Template 4
- Day 30Template 5
- Day 90Template 6
- Day 365Template 7
- 2 YrsTemplate 8
- 3 YrsTemplate 9
Manual Business Processes vs. CRM Automation
Automation lets your team spend time on strategy, make fewer errors and serve more customers as you scale.
Choosing CRM automation software? Make sure it offers
CRM Automation Software That Runs Your Routine Work
CRM workflow automation handles the repeat work: assigning leads, sending follow-ups, creating tasks and updating deals the moment something happens. Set it once and it runs around the clock.
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Sales process automation
Automate the full journey, from lead captured to order placed and report generated.
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Automated lead assignment
Distribute leads by rules the instant they arrive.
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Automated follow-ups
Trigger WhatsApp, SMS and email follow-ups from any event. See follow-up software.
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Task and deal automation
Create tasks and move deals automatically, so nothing depends on memory.
Frequently Asked Questions
Everything you need to know about automating your sales work with Tranquil CRM.
CRM automation uses workflows to handle routine sales work for you, such as assigning leads, sending follow-ups, creating tasks and updating records, so your team can spend more time selling.