Smart workflow automation for unmatched productivity
Supercharge your business with intelligent workflow automation in CRM. Automate repetitive tasks, streamline processes, and boost team efficiency - all while ensuring seamless operations.
End-to-end sales automation
Customisable workflows
Multi-channel integration
Automate your sales, support, and operations with ease
Lead management
Event and task management
Seasonal greetings
Reminder notifications
Feedback collection
Record updation
Tag-based communication
Real-time notifications
Best CRM with WhatsApp integration - Trusted by SMEs globally
What is workflow automation?
Workflow automation simplifies and optimises key business processes-like capturing leads, automating follow-ups, and generating reports. It ensures smooth sales operations, enabling your team to focus on high-value tasks that drive revenue.
Higher conversion rates
Faster deal closures
Greater operational efficiency
Achieve more in less time with smart workflow automation
Ready-to-use workflow templates for instant setup
Choose from readymade templates to automate processes.
Customise workflows to match your business needs.
Track performance with real-time analytics.
Smart task assignment and prioritisation
Assign tasks to the right team members based on expertise.
Prioritise critical tasks to ensure timely actions.
Eliminate manual task management and focus on growth.
Seamless lead management and follow-ups
Capture leads automatically from multiple channels.
Auto-trigger personalised follow-ups and reminders.
Reduce response time and convert leads faster.
Customisable workflows - Triggers, conditions, and actions
Set up time-based triggers to send reminders, seasonal greetings, etc.
Define event-based triggers to activate when leads hit key milestones.
Set up multiple conditions for one trigger and perform actions easily.
Data-driven automation with analytics
Analyse workflow performance with detailed reports.
Optimise processes based on conversion rates and completion metrics.
Make informed decisions to maximise ROI.
Redefine efficiency with powerful CRM workflow automation
Reduce efforts, automate processes, and boost productivity with seamless workflow automation. Transform how your team works and enable your team to focus on customer relationships.
80%
Reduction in errors
Automate processes for consistent accuracy, eliminating costly human errors, and boost operational reliability.
77%
Boost in efficiency
Improve operational efficiency by automating lead capture, routing conversations, task assignments, and more.
66%
Revenue increased
Automate data entry, follow-ups, and more, freeing up your team to focus on growth-driving activities
30%
Customer rating
Reduce team size and cut down expenses by automating payment reminders, using AI chatbots to handle routine queries.
* Statistics from multiple sources
Integrations
Streamline workflows with powerful integrations
Connect your favourite tools seamlessly with CRM to automate repetitive tasks, trigger timely communication, and simplify complex processes. Stay connected with potential clients and team automatically with powerful integrations.
Gmail
Trigger personalised emails, follow-ups, notifications, and more via Gmail.
Outlook
Send email notifications, timely follow-ups, log conversations, and more via Outlook.
Auto-send updates, confirmations, assignments, and more on WhatsApp.
Experience workflow automations across departments
Sales and marketing
Accelerate conversions with automation
Maximise impact and efficiency by streamlining promotional campaigns. Increase sales conversions with automated lead nurturing, follow-ups, and task assignments.
Customer service
Support your customers automatically
Respond to customer queries quickly, cross sell and upsell effortlessly, collect reviews and feedback, and trigger real-time notifications.
Operations
Simplify processes, amplify productivity
Boost efficiency by automating order processing, inventory management, and document approvals. Streamline meetings with automated invitations and reminders for smooth team collaboration.
Trusted by businesses, loved by customers
Real stories. Real results.
Discover how businesses are transforming customer engagement with Pepper Cloud.
Team collaboration, accurate sales forecasting, and effective resource management are the challenges every organisation encounters. But having an efficient CRM tool like Pepper Cloud enhances productivity while assisting in optimising the sales process.
Yoon Kam Fei
Managing Director
Pepper Cloud is an excellent all-in-one CRM system to run multiple businesses across multiple domains. Through multiple sales pipelines, we track the business opportunities and the conversations between our team and our customers.
Pantana Na Takuathung
General Manager
Pepper Cloud is a sales-focused CRM that is helping our business to grow. The user interface is easy and our sales process is now more organised. Apart from the highly productive CRM features, we are happy with their exceptional support and relentless assistance
Joel Toh
Director
A must-have for sales organisations. Pepper Cloud is a simple and easy-to-use CRM tool that equipped us with the information needed to manage the sales effectively. Their excellent customer service and local support were invaluable throughout the implementation.
Judith M. Adao
Managing Director
Pepper Cloud CRM system helped us manage our leads and sales pipelines and provided us with a unified platform to collaborate and communicate internally. We are pleased with this solution and would definitely recommend it.
Jimmy Lee
Managing Director
Pepper Cloud is the best CRM tool to improve coordination and manage our database effectively. The user-friendly interface, easy-to-use functions, and customisable features enabled us to integrate, and onboard the whole team on the cloud platform quickly.
Wilson Tan
Senior Manager
CRM workflow automation- FAQs
Can workflow automation integrate with my existing tools?
Yes, the workflow automation feature in Pepper Cloud CRM software integrates seamlessly with all your existing business tools.
Can workflow automation reduce operational costs?
Yes, by automating routine tasks, businesses can reduce manual labour costs and allocate resources more effectively.
Is it possible to customise workflows?
Yes, in Pepper Cloud CRM, you can customise workflows to fit your specific business needs. Whether automating lead nurturing, follow-ups, or task assignments, you can tailor every step for optimal efficiency.
Can Pepper Cloud CRM integrate with my existing tools and systems?
Yes, Pepper Cloud CRM seamlessly integrates with a wide range of tools, making it easy to automate tasks across departments and channels. Whether you are using email, social media, or customer support platforms, Pepper Cloud ensures your processes remain connected and efficient.
How do I choose the best CRM with workflow automation for my business?
When choosing a CRM, assess your business needs, scalability, and ease of use. Ensure the platform integrates with your existing tools and offers robust reporting and analytics. Pepper Cloud CRM stands out for its cost-effectiveness and seamless integration, making it a great choice for SMBs.
What are the top CRM platforms with workflow automation feature?
Some of the best CRM platforms for workflow automation include:
- Pepper Cloud CRM: Ideal for SMBs with tailored, user-friendly automation and advanced analytics.
- Salesforce CRM: Perfect for larger enterprises with complex needs.
- HubSpot CRM: Best for businesses seeking a blend of marketing, sales, and service automation.
- Zoho CRM: An affordable solution with powerful automation features.
- Pipedrive CRM: Focused on simplifying sales tasks and process automation.
What are the best practices for CRM workflow automation?
Best practices include identifying the specific workflows you want to automate, collaborating with teams to align automation with business needs, and continuously monitoring the performance of automated processes. Starting with a pilot project and ensuring clean data are also crucial steps.
Can Pepper Cloud CRM help with sales automation and lead management?
Yes, Pepper Cloud CRM automates lead nurturing, follow-ups, and task assignments, helping your sales team close deals faster and more effectively. It allows you to track leads at every stage of the pipeline and ensures timely, personalised communication.