Automated CRM Workflows

Leads are captured, enriched, scored and assigned automatically, with follow-ups that go out on time and a pipeline that stays current.

Status: Concept
Technology: Laravel CRM API n8n Email API

Automated CRM Workflows: Overview — Walkthrough of approved screenshots. Scroll the strip below or use the arrows.

Automated CRM Workflows: Workflow: invoice overdue — Walkthrough of approved screenshots. Scroll the strip below or use the arrows.

01 The problem

Leads arrive through forms, email and calls, get logged inconsistently and wait too long for a reply. Pipeline reports are out of date by the time they are read.

02 The approach

Every lead source feeds one pipeline. New contacts are enriched and scored, routed to the right person and followed up by sequence until someone replies or a rep takes over.

03 Objectives

Respond to every new lead within 5 minutes
Save 100+ admin hours per month
Keep workflow success rate above 99%
Recover revenue with automatic invoice and win-back reminders

04 Key features

Lead capture from forms, email and calls
Enrichment and scoring
Assignment rules and follow-up sequences
Live pipeline and activity reporting

05 Links and services

Software Built

Blueprint CRM

An all-in-one CRM for service businesses: lead capture, a visual sales pipeline, projects, support tickets and approval-based automation in one secure workspace.

AI Built

AI Chatbot and Lead Qualifier

A self-hosted, multi-tenant AI sales bar for any website. It answers visitor questions in real time from the business’s own content, captures and qualifies leads, and hands hot conversations to a person.

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Could automated crm workflows work for your team?

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