What is CRM workflow automation?

CRM workflow automation runs repetitive sales tasks for you — follow-ups, field updates, assignments and approvals — using no-code rules, triggers and actions.

Do I need to code to build workflows?

No. GetBiz CRM workflows are built with a no-code editor, so your sales and ops teams can create automations without a developer.

What can I automate with workflows?

You can automate task creation, email sends, record updates, lead and deal assignment, approval routing and more, triggered by any change in your CRM.

Workflow Management

Automate the Busywork With No-Code Workflows

Set up rules, triggers and actions once and let GetBiz CRM handle follow-ups, field updates, assignments and approvals — so your team spends time selling, not on admin.

Your Sales Process, Running on Autopilot

No-Code Rules

Build if-this-then-that workflows without a developer.

Triggers & Actions

Fire tasks, emails and updates on any record change.

Approvals

Route discounts and deals for approval automatically.

Assignment Rules

Assign records to the right owner every time.

Works With the Rest of Salesforce Automation

Workflow Management connects to every other part of your GetBiz CRM sales workflow.

Lead Management

Automate lead scoring, routing and follow-up.

Deal Management

Trigger tasks and updates as deals move through stages.

Account Management

Automate account reviews, renewals and updates.

Cadences

Trigger outreach sequences from any workflow rule.

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Pricing

Simple CRM Pricing, All the Features You Need

Standard

₹499 /user / month

For small teams getting started with CRM.

Lead & contact management
Deal pipelines
Email integration
Basic reports & dashboards
Web forms

Start 15 Days Trial

Professional

₹999 /user / month

For growing sales teams that need automation.

Everything in Standard
Workflow automation
Sales cadences
Revenue forecasting
Advanced analytics
Multi-channel (SMS, WhatsApp, chat)

Start 15 Days Trial

Enterprise

Custom

For large teams with advanced needs.

Everything in Professional
Advanced process management
Multiple currencies
Custom roles & permissions
Dedicated success manager
Priority support

Book A Demo

Prices are billed annually. Need something custom? Talk to sales.

Do more with less using GetBiz CRM

See why teams automate their sales process with GetBiz.

Real-time leave balances and reporting have enhanced our decision-making and workforce planning capabilities.
Vivek Patel
Business Analyst

User-friendly interface and mobile access have increased employee engagement and self-service adoption rates.
Neha Sharma
IT Manager

Seamless integration with our existing HR systems has simplified leave management and reduced data entry.
Rajesh Kumar
HR Director

Automate your sales process today.