Features · Automations
Flexible automation for
every step of your process.
telecrm automations handle the repetitive work for your team — assigning leads the moment they arrive, sending the right WhatsApp at the right stage, scheduling follow-ups, and moving records between pipelines — unlock your team's full selling capacity.
01 — Workflow Automation & Stage Triggers
Your sales process,
running on autopilot.
telecrm's workflow automation lets you model your entire sales process as a set of rules — define what happens when a lead enters a stage, exits it, reaches a lifecycle milestone, or goes stale. Every rule fires in real time, every time, without exception.
Proposal Sent
Trigger on stage entry.Set a rule on any stage — Initial, Active substage, Won, or Lost — that fires the instant a lead is moved into it. One rule per stage or many; each is independent. Trigger — on stage entry Lead moves to Proposal Sent Any stage Fires instantly No delay
Negotiating
Trigger on stage exit.Rules can also fire when a lead leaves a stage — useful for ending a nurture sequence, revoking access, or notifying a team that a record has moved on. Trigger — on stage exit Lead exits Negotiating → moved to Won or Lost Stop sequences Notify manager Log outcome
Unlimited rules per pipeline.Every stage in every pipeline can have its own independent automation rules. Rules don't interfere with each other — each stage is its own trigger context. Active rules — Sales pipeline New Lead2 actions Proposal Sent3 actions Won4 actions Lost2 actions
Lifecycle-based triggers.Triggers don't have to be stage moves — they can fire based on lifecycle events too: a lead going stale after X days without a call, a deal sitting in a stage too long, a follow-up task expiring. Set conditions on time and inactivity, not just movement. Lifecycle trigger examples No call for 3 days→Alert manager Stage stale 7 days→Send re-engagement WA Task overdue 1 day→Reassign to manager
02 — Multi-Action Sequences
One trigger.
Many actions, in order.
A single stage move can fire a chain of actions — send a WhatsApp, create a follow-up task, notify the manager, reassign the lead, and move it to another pipeline — all from one rule, in sequence, without any manual intervention.
Chain unlimited actions per trigger.Add as many actions as your process requires to a single trigger. Each fires in the order you set them — there's no cap on how many actions one rule can contain. Rule — Lead moves to "Demo Scheduled" Send WhatsApp — Demo confirmation template Create follow-up task — Call after demo Notify manager — Demo booked alert
Available action types.Each action in a sequence can be one of several types — giving full flexibility to model any step in your sales or post-sales process. Action library Send WhatsApp Create task Notify rep / manager Reassign lead Move to pipeline Update stage
Delayed actions.Set a delay before any action fires — send a WhatsApp 30 minutes after a stage change, create a follow-up task 24 hours later. Delays are configured per action, not per rule. Action with delay Send WhatsApp — immediately Create task — delay 24h+24h
30 days from today
Custom trigger-based workflows.Build workflows from scratch to match your exact process — any trigger, any action combination. telecrm's rule engine is not limited to preset templates; every workflow is custom-configured for your pipeline, your stages, and your team's way of working. Custom workflow — policy renewal Policy renewal workflowCustom Trigger Renewal date field = 30 days from today Actions Send WhatsApp — Renewal reminder template Create task — Follow up on renewal · +3 days Notify manager — Renewal due alert
03 — WhatsApp Automation
The right message.
Sent automatically, every time.
telecrm uses WhatsApp Cloud API to send automated messages triggered by stage changes, lead activity, or scheduled delays — welcome messages, demo reminders, payment nudges, drip sequences — all without rep involvement, all logged to the lead timeline.
Welcome messages on lead capture.The moment a new lead enters telecrm — from any source — an automated WhatsApp fires immediately. First response time drops to zero. Every lead is acknowledged before a rep even opens the CRM. Auto-triggered — new lead captured Hi Rahul! 👋 Thanks for your interest in telecrm. One of our team members will be in touch shortly — in the meantime, feel free to reply with any questions. ✓✓ Delivered · 0s after capture
Demo Scheduled
Stage-triggered template messages.Each stage in your pipeline can have a WhatsApp template attached — the message fires automatically when the lead moves in. Proposal confirmation, demo reminder, payment due notice — all templated, all automatic. Stage trigger → WhatsApp template Lead enters Demo Scheduled Hi Priya! Your demo is confirmed for Friday at 11AM. We'll send you the link 30 minutes before. Reply to reschedule if needed. ✓✓ Sent automatically
Every automated message logged to the lead timeline.Every WhatsApp sent by an automation — template message, reminder, drip step — is recorded on the lead's activity timeline with timestamp and delivery status. Reps always know exactly what the lead has received. Lead timeline — Priya S. WA auto: Demo confirmation sent9:00 AM WA auto: Reminder sent (30 min before)10:30 AM WA received: "Yes, I'll be there"10:32 AM
Appointment & meeting reminders.Send automatic WhatsApp reminders before a scheduled demo, call-back, or in-person meeting — 24 hours before, 1 hour before, or any custom window you set. Leads show up. No-shows drop. Appointment reminder sequence −24hYour demo is tomorrow at 11AM — see you then! −1hStarting in 1 hour — here's your meeting link: [Link]
Lifecycle reminders — EMI, SIP, insurance renewals.For financial services, insurance, and subscription businesses — set date-based automations that send reminders as an EMI due date, SIP installment, or policy renewal approaches. Configured once, runs every cycle without rep involvement. Recurring lifecycle reminders EMI due −3 daysYour EMI of ₹12,400 is due on the 15th. SIP deduction −1 dayYour SIP of ₹5,000 will be debited tomorrow. Policy renewal −30 daysYour policy expires in 30 days — renew now.
04 — Drip Campaigns
Multi-step sequences that run themselves
over days, weeks or months.
Build WhatsApp drip campaigns that send a sequence of messages over days or weeks — triggered by a stage entry and then automatic from there. Cold leads get nurtured back to life. Warm leads stay warm. No rep needs to remember to follow up.
Multi-step sequences over days, weeks or months.Configure a sequence of messages with delays between each — Day 1, Day 3, Day 7. Each message fires automatically on schedule from the moment the trigger fires. No rep involvement after setup. Drip sequence — "Cold lead reactivation" Day 0 — ImmediateHi {{name}}, we noticed you were interested in telecrm. Still looking for a CRM? We'd love to help. Day 3Here's a 2-minute overview of what telecrm can do for your sales team. [Link] Day 7Want to see it live? Book a 30-min demo — no obligation. [Book now]
Stop the sequence on a reply or stage change.If a lead replies or is moved to a new stage, the drip sequence stops automatically. Leads that re-engage don't get bombarded with the rest of the sequence — the system knows to stop. Sequence auto-stopped Lead replied — drip sequence paused automatically
Personalised at scale with template variables.Every message in a drip sequence can use merge fields — name, company, stage, assigned rep — so each message feels personal even when it's sent to hundreds of leads simultaneously. Template with variables Hi {{name}}, your demo with {{rep_name}} is tomorrow at {{time}}. Looking forward to speaking!
Branch the sequence based on user action or response.Drip campaigns can fork based on what the lead does — if they reply, open a link, or move to a stage, the sequence takes a different path. One branch for engaged leads, another for silent ones. The right next message is determined by what the lead just did, not by a fixed schedule. Branching drip — based on lead response Day 0 — Send to Fresh leads with Sales Team field empty Hi {{name}}, still looking for a CRM? We'd love to show you telecrm. Lead responds? ✓ Yes — replied Route to rep · Create call task · Stop drip ✗ No response Day 3 · Send follow-up · Continue sequence
05 — Schedules
Bulk sends. Perfectly timed.
Always targeted.
Schedules are telecrm's timestamp-based automation — different from workflows, which fire on events or actions. A schedule fires at a specific date and time, against a filtered set of leads, and is designed for bulk operations like mass WhatsApp sends, reminders, and periodic updates. Simple, powerful, and no decision logic required.
event or action
Schedules vs workflows — the key difference.A workflow fires when something happens — a lead moves to a stage, a form is submitted, a task expires. A schedule fires at a specific timestamp, regardless of what the lead is doing. Workflows are event-driven; schedules are time-driven. Both are necessary; neither replaces the other. Workflow vs Schedule — at a glance Workflow Fires on an event or action — stage move, form submit, task expiry ✓ Decision branching ✓ Multi-action chains ✓ Conditional logic Schedule Fires at a specific timestamp — date, time, recurring ✓ Filter-based targeting ✓ Bulk operations ✗ No decision branching
Requires a filter — always targeted, never blind.Every schedule must define a filter before it can run — stage, source, label, city, date field, or any custom field. The schedule fires only against leads that match the filter at execution time. A schedule cannot run without a filter, and will not run if the filtered lead count exceeds 10,000. Schedule filter configuration Filter conditions Stage = Active AND Source = Facebook Matching leads 847 Ready to schedule · Under 10,000 lead limit
20 Oct · 9:00 AM
Built for bulk operations.Schedules are the right tool for bulk WhatsApp sends, festive wishes, batch reminders, and periodic updates to a segment of your leads. Set the filter, set the timestamp, set the message — it fires once to all matching leads at that moment. Bulk WhatsApp schedule Diwali wishes — all active leads 847 leads Fires at: 20 Oct · 9:00 AM WA template: Festive wishes Will not run if filtered leads exceed 10,000
Timely updates and wishes to leads.Use schedules to send birthday wishes, anniversary congratulations, festive greetings, or periodic check-ins to a filtered segment. Because schedules are timestamp-driven and filter-targeted, they feel personal even at scale — the right message, to the right leads, at the right moment. Schedule use cases Birthday wishes Anniversary wishes Festive greetings Product updates Periodic check-ins Event invitations
06 — Sales Forms Automation
Forms that do more
than just collect data.
telecrm sales forms are connected directly to the automation engine. The moment a lead submits — an enquiry, a demo request, a contact form — a workflow fires: assign the lead, send a WhatsApp, create a task, move to stage. Beyond capture, sales forms power recurring automations for reminders, lifecycle events, and welcome messages — all without a rep lifting a finger.
Demo Request
Form submission triggers a workflow instantly.Every telecrm sales form is connected to the automation engine. When a lead submits a form — enquiry, contact us, demo request — a configured workflow fires immediately: assign the lead, move it to a stage, send a welcome WhatsApp, create a follow-up task. Form submit → automation fires Lead submits Demo Request form Auto-assign to next rep in rotation Send WhatsApp — Thank you for your enquiry Create task — Call within 2 hours
Auto lead assignment & distribution.The moment a form is submitted, telecrm assigns the lead automatically — round-robin across reps, or rule-based by source, geography, or any field. No manager needs to touch it. No lead sits unassigned. Form submit → auto assign Demo Request form submitted AKAssigned to Ahmed KhanAuto · 0s
Welcome message via WhatsApp API.Send an automated welcome message to every lead the moment their form is submitted — via WhatsApp Cloud API. First contact happens in seconds, before a rep even opens the CRM. Consistent, immediate, and always on. Auto welcome — sent on form submit Hi Rahul! 👋 Thanks for your interest. Our team will be in touch shortly. Feel free to reply with any questions!✓✓ Delivered · 0s after submit
Birthday & anniversary reminders.Collect date-of-birth and anniversary fields via the sales form, then configure a recurring schedule to send a personalised WhatsApp wish on the exact date every year. Automated, personal, and zero rep effort after setup. Recurring date-based reminders Birthday · annuallyHappy Birthday {{name}}! 🎂 Wishing you a wonderful year. Anniversary · annuallyHappy Anniversary {{name}}! 🎉 Thank you for being with us.
SIP, EMI & insurance premium reminders.Capture due dates via the sales form — SIP deduction dates, EMI due dates, policy renewal dates — and configure recurring WhatsApp reminders to fire X days before each. Runs every cycle automatically, forever, without a rep remembering to follow up. Recurring financial reminders SIP −1 dayYour SIP of ₹5,000 will be debited tomorrow. Ensure your account has sufficient balance. EMI −3 daysYour EMI of ₹12,400 is due on the 15th. Please ensure timely payment. Policy −30 daysYour insurance policy expires in 30 days. Renew now to stay covered.
Meeting & appointment reminders.Capture meeting date and time via the sales form, then fire automatic WhatsApp reminders — 24 hours before, 1 hour before, or any custom window. No-shows drop. Reps spend less time chasing confirmations. Appointment reminder sequence −24hYour demo with our team is tomorrow at 11AM. Looking forward to it! −1hStarting in 1 hour — here's your link: [Join meeting]
07 — Lead Assignment Automation
Every lead assigned
the moment it arrives.
telecrm auto-assigns leads the instant they're captured — by source, by geography, by product interest, or in a round-robin rotation. No manager has to touch a lead to send it to the right rep. No lead sits unassigned while the team is busy.
Round-robin assignment.Leads are distributed evenly across your team in rotation — rep 1, rep 2, rep 3, repeat. Every rep gets an equal share of the incoming volume, automatically, without anyone managing the queue. Round-robin — 3 reps in rotation AKAhmed KhanNext up ● SBSubu RajanLast assigned PRPreethi R.2 ago
Rule-based assignment by source or field.Set rules that assign leads based on where they came from, what geography they're in, or any custom field — Facebook leads go to the digital team, Delhi leads go to the north region rep, ₹10L+ budget leads go to senior reps. Assignment rules Source = Facebook→Digital team City = Delhi NCR→North region rep Budget ≥ ₹10L→Senior rep
Negotiating
Re-assignment on stage change.When a lead moves to a new stage, it can be automatically re-assigned to a different rep or team — passing a deal from pre-sales to a closer, or from sales to an account manager, without any manual handoff. Re-assignment trigger Stage → NegotiatingReassign to: NKNeha KapoorSenior closer
08 — Cross-Pipeline Handoffs
Won in Sales.
Moved to Post-Sales automatically.
When a lead closes in one pipeline, telecrm can automatically create or move the record into the next — from Pre-Sales to Sales, from Sales to Post-Sales, from Sales to Onboarding. No manual reassignment, no records left behind, no context lost in the handoff.
Automatic pipeline-to-pipeline move.Configure a rule on the Won stage that clones or moves the lead record into a target pipeline — with all its history intact. The onboarding team picks it up exactly where sales left off. Pipeline handoff flow Pre-SalesQualified → SalesWon ✓ → Post-SalesAuto-created
Full history carried across.When a lead moves to the next pipeline, its entire activity timeline — every call, every WhatsApp, every note — is visible in the new pipeline. The next team never starts from zero. Carried across — Priya S. · Post-Sales Call · 4m 12s · Discussed onboarding timeline WA · Contract shared via WhatsApp Stage · Won in Sales → moved to Post-Sales
Works across any pipeline configuration.Handoffs can be configured between any two pipelines in your telecrm account — Pre-Sales to Sales, Sales to Post-Sales, Sales to Onboarding, or any custom pipeline structure you've built. Supported handoff configurations Pre-Sales → Sales Sales → Post-Sales Sales → Onboarding Any custom pipeline
09 — Email, SMS & Integration Automation
Every channel automated.
No Zapier. No Pabbly. No middleware.
telecrm connects directly to email and SMS providers via native integrations — automation rules can trigger emails and SMSes the same way they trigger WhatsApp messages. And because telecrm integrates directly with lead sources, payment platforms, and communication tools, you don't need a third-party automation layer in between.
Email automation via integrations.Connect telecrm to your email provider and trigger automated emails from automation rules — confirmation emails, follow-up sequences, and proposal dispatches — without leaving telecrm or setting up a separate email tool. Email action in automation rule Send email — Proposal attached via Gmail integration
SMS automation via integrations.Trigger SMS messages from any automation rule through telecrm's SMS gateway integrations. Stage moves, scheduled reminders, and lifecycle events can all fire an SMS alongside or instead of a WhatsApp. SMS action in automation rule Send SMS — Payment due reminder via SMS gateway
Direct integrations — no middleware needed.telecrm connects natively to lead sources (IndiaMART, JustDial, Facebook, Google), IVR providers, and WhatsApp Cloud API. Automation rules fire across these integrations directly — no Zapier, no Pabbly, no third-party automation layer sitting in between increasing cost and latency. Native integration connections IndiaMART JustDial Facebook Ads Google Ads WhatsApp Cloud API IVR providers Gmail SMS gateway No Zapier · No Pabbly · No middleware cost
Are you ready
to get started?
No jargon. We'll show you exactly how telecrm works for your business — your industry, your team size, your lead sources. The demo is free. The setup is guided. The commitment is yours to make when you're ready.
Get a Demo- No credit card needed
- Response within 24 hours
- 5,000+ businesses onboarded
- Fast setup
FAQ
Your questions, answered plainly.
What can telecrm automations do?
Stage-based triggers, multi-action sequences, WhatsApp automation, lead-assignment rules, drip campaigns, and cross-pipeline handoffs — telecrm runs your sales process so your team doesn't have to.
How do automation triggers work?
One trigger can fire many actions in order, so the right thing happens automatically every time a lead reaches a given stage.
Can an automation run over a long period?
Yes — multi-step sequences run themselves over days, weeks, or months without anyone having to remember the next step.
Do I need technical skills to set them up?
No. Automations are built around your stages and process, so you configure them visually rather than writing code.