Your No-code and AI Automation PartnerAutomate Sales Follow-ups with Vtiger
Streamline task creation and notifications for your sales team using Vtiger, Google Calendar, and Trello. Automate task assignments and notifications to enhance customer interactions and increase conversion rates.
Trigger when a new deal is added or moved.
Assess deal attributes to determine importance.
Add a reminder for the assigned sales rep.
Inform the team about new tasks via email.
Reassign tasks in Trello based on priority.
- Repeat -
Automation Benefits
Key Benefits
Unlock the benefits of automating your sales follow-ups.
Enhanced Customer Engagement
Focus on interactions rather than manual tasks.
Time-Saving Automation
Reduce time spent on administrative tasks.
Improved Task Management
Organize tasks efficiently using priority levels.
Increased Productivity
Boost sales team productivity with fewer manual tasks.
Real-Time Notifications
Keep your team informed with instant updates.
Optimized Resource Allocation
Assign tasks based on workload and priority.
Features
Core Features
Explore the essential features that automate your sales follow-up process.
- 1Automated Task Scheduling
Seamlessly create task reminders for your sales reps.
- 2Priority-Based Task Assignment
Assign tasks based on priority and workload.
- 3Instant Team Notifications
Notify the sales team instantly about new tasks.
Outcomes
Expected Outcomes
Discover the significant outcomes your business can achieve with this automation.
20%
30%
40%
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Frequently Asked Questions
Find answers to common questions about automating sales follow-ups with Vtiger.
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Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.