RSoft CRM’s Workflow Marketing Automation have evolved into a more powerful and efficient tool, now simply called Automations. With new features and improvements, Automations is designed to help you save time, boost productivity, and enhance your lead engagement—effortlessly.

Now rebranded as simply Marketing Automation this revamped feature set brings smarter workflows, deeper customization, and enhanced control for sales and marketing teams. Whether you're managing follow-ups, nurturing leads, or streamlining internal processes, Automations helps you do more with less effort.

What’s New in Automations?

Over the past few months, we’ve introduced several major updates to make Automations more intelligent and user-friendly:

1. Automated Sequences with Smart Triggers :

You can now create dynamic sequences that adapt based on email conditions—such as link clicks or replies. This ensures more personalized and timely communication with leads.

2. Advanced List View for Easy Management :

Finding the right workflow is now easier. Search, filter, sort, and label your automations with our enhanced list view for better organization and efficiency.

3. Admin Visibility for Full Oversight :

Admins now have visibility into workflows created by their team members. While editing others’ workflows isn’t possible, this visibility ensures better control and team alignment.

4. New & Improved Automation Templates :

Explore our redesigned template homepage featuring a wider range of use-case templates, including options for delays and multi-step sequences.

5. Extended Delay Steps – Now Up to 90 Days :

We’ve extended the delay period between automation steps from 30 to 90 days—giving you more control over timing and follow-ups.

Practical Use Cases

Here’s how to leverage the latest features:

• Follow up intelligently: Combine delay steps with email conditions to follow up only with contacts who haven’t replied within a set timeframe.
• Automate deal progression: Move deals forward when a recipient clicks on a call-to-action in your email.
• Keep the conversation going: Set up auto-responses for contacts who reply to your emails.

Filter and Find Automations Quickly

New filtering options make it easier to locate the exact workflows you need:

• Custom tags for easy categorization
• Filter based on automation start events
• Find automations using specific actions
• See which are enabled or disabled
• Admins can view workflows by user ownership

Enhanced Template Wizard

The revamped template page includes:

• Focus on Deals: Manage and move deals efficiently
• Engage with Leads: Automate nurturing sequences
• Optimize Work: Streamline internal tasks
• External Apps: Integrate with third-party tools

Action-Based Templates:

RSoft’s Action-Based Templates are designed to help you build highly targeted workflows by focusing on specific actions within your CRM or external tools. These templates allow you to streamline complex processes with just a few clicks—no technical expertise required.

Popular Action Categories:

• CRM Actions : Trigger automations when deals are created, updated, moved to a new stage, or marked .
• Lead Engagement : Set actions for lead assignment, follow-up reminders, or when leads respond to emails or click on links.
• Task Management : Automate task creation, status updates, and reminders based on user activities.
• Communication Triggers : Send WhatsApp messages, SMS, or emails when users perform specific actions or reach key milestones.
• External App Integration : Sync with tools like Google Calendar, Mailchimp, or WhatsApp to trigger workflows from third-party platforms.

Conclusion:

RSoft CRM’s upgraded Automations—including its powerful Action-Based Templates—empowers your team to do more in less time. By automating routine tasks, triggering personalized customer interactions, and streamlining internal processes, you free up your sales and support teams to focus on what truly matters: building relationships and closing deals.

Whether you're a small business looking to scale or an enterprise aiming to improve efficiency, RSoft Automations helps you stay organized, responsive, and ahead of the curve.