Build customer and sales processes your team can see
CRM Pro turns recurring work into visual workflows with supported triggers, branching conditions, delayed execution, email steps, CRM actions and run history.
Visual Canvas
Arrange workflow steps in a visible drag-and-position canvas.
Trigger Rules
Start workflows from forms, contacts, tags, lists, deals, tasks and website CTAs.
Conditions & Delays
Use If/Else branches and resumable delayed execution through WordPress cron.
Business Actions
Send email, create tasks, manage ownership, update fields and call webhooks.
Design the process with triggers, decisions and actions
Choose supported events, add conditions based on CRM and form data, branch the journey and connect each outcome to practical business actions.
- Form, contact, tag, list, deal and task triggers
- Reusable website and CTA triggers
- CRM, form and custom-field conditions
- Trigger-to-workflow assignments and match logs
Create professional messages inside the workflow
Build email templates with rich text, images, buttons, columns, dividers, social links and unsubscribe blocks, then preview desktop and mobile presentation.
- AI-assisted drag-and-drop email templates
- Reusable style presets and design controls
- Media Library image selection
- Consent-aware marketing delivery
Understand what ran, what waited and what failed
Delayed steps use a resumable queue, while run history, step-level logs, failure quarantine and retry operations make workflow behaviour visible and supportable.
- WordPress cron-backed delayed execution
- Run history and step-level logs
- Integration evidence and retry handling
- Signed governed webhooks in Enterprise
Automate the repeatable work while keeping control
CRM Pro provides the visual workflow engine. Enterprise adds workspace policy, signed delivery, audit evidence and governed connector controls.