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5 Features

Automate Everything

Build powerful automations with visual workflows, conditional logic, webhooks, and custom code — even trigger actions from e-commerce events.

Visual drag-and-drop workflow builder
Smart triggers and conditions
Webhook and API integrations
Post-purchase automation
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Your Business on Autopilot

Build workflows that handle repetitive tasks automatically so your team can focus on strategy.

  • Visual drag-and-drop builder
  • Smart triggers and conditions
  • Pre-built workflow templates
Try it free
app.smbcrm.com
Automation features in SMBcrm

Active Workflows

47

Time Saved

12hr/wk

Tasks Automated

1,893

Automation

Included Features

Everything you need in one powerful suite.

Visual Workflow Builder

Design automations with a drag-and-drop builder using multi-channel triggers, conditional logic, time delays, and segmentation.

  • Drag-and-drop visual builder
  • Multi-channel triggers and conditions
  • Time delays and segmentation logic

Conditional Logic & Triggers

Set up if/then branching, contact filters, and event-based triggers to create sophisticated automation sequences.

  • If/then branching logic
  • Contact and event-based triggers
  • Segmentation filters for targeting

Webhooks

Connect external services with custom webhook actions, secure secret key masking, and saved webhook responses.

  • Custom webhook actions
  • Secure secret key masking
  • Save and map webhook responses

Custom Code Actions

Extend your workflows with custom code actions, AI-assisted code generation, and a built-in debug console.

  • Custom JavaScript code actions
  • AI-assisted code generation
  • Built-in debug console

Commerce Triggers

Automate abandoned checkout recovery, post-purchase follow-ups, and payment-based workflow triggers.

  • Abandoned checkout recovery
  • Post-purchase follow-up automation
  • Payment event triggers
How It Works

Simple, Powerful, Effective

1

Connect

Integrate your existing tools and import your data in minutes.

2

Configure

Set up automations and customize to match your workflow.

3

Grow

Watch your efficiency and revenue increase automatically.

Explore More

Other Feature Categories

CRM & Sales

6 features

Lead Capture

4 features

Websites & Funnels

4 features

Communication

6 features

AI Features

9 features

Social Media

5 features

Advertising

6 features

Payments & Commerce

6 features

Memberships & Education

4 features

Reputation & Growth

3 features

Client Portal

7 features
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