Follow-ups Are Manual
Customer and sales follow-ups can depend on individual reminders.
CRM AUTOMATION SOFTWARE
Automate Repetitive CRM Work
Turn repetitive sales, customer follow-up and operational tasks into automated workflows. Let the system manage tasks, notifications and next actions.
Create automatic tasks and actions based on events
Standardize follow-up and notification processes
Reduce manual operational workload
Try free for 14 days. No credit card required.
app.dinamikcrm.com
Automation Flow
New Sales Opportunity Follow-up
Active
Trigger
New sales opportunity created
Condition
Opportunity value is above the defined limit
Action
Create a task for the sales representative
Notification
Notify the sales manager
Trigger-Based Flows
Automated Tasks
Smart Notifications
Workflows
DinamikAI
Reporting
REDUCE MANUAL WORK
Is Your Team Repeating the Same Tasks Every Day?
As repetitive tasks, manual reminders and person-dependent follow-ups increase, so do wasted time and the risk of errors. CRM automation makes these processes systematic.
Reminders Are Missed
Critical tasks and response dates can be missed as workloads increase.
The Same Work Is Repeated
Standard operations are performed manually again for every customer and opportunity.
Processes Depend on People
When working methods differ by team member, a consistent process standard cannot develop.
Workflows Are Fragmented
The next step after an action may not be applied consistently across the team.
Operations Are Hard to Measure
Manual processes make it difficult to see workload and identify delayed steps.
Trigger
Condition
Action
AUTOMATION ENGINE
When Something Happens, Let DinamikCRM Manage the Next Steps
Use CRM events as triggers, define conditions and automate the actions that should follow.
Start automations based on CRM events
Define conditions based on business rules
Create task and notification actions
Standardize repetitive processes
SALES AUTOMATION
Let Your Sales Team Focus on Selling Instead of Chasing Tasks
Support opportunity stage changes, tasks and follow-up actions with automated workflows.
Automatically assign tasks when a new opportunity is created
Notify relevant people when a sales stage changes
Create tasks and notifications when follow-up is due
Create a consistent working standard across sales processes
Opportunity Updated
Create Follow-up Task
Notify Representative
app.dinamikcrm.com
Follow Up with Customer
Created by automation
New Task
Owner
Sales Team
Scheduled Date
Today
Source
Sales Automation
TASK AUTOMATION
Create the Right Task for the Right Person at the Right Time
Create tasks automatically based on process conditions and route them to the appropriate team members.
Create tasks automatically
Route tasks to the appropriate team member
Keep tasks in customer and process history
DINAMIKAI
Make Automation Smarter with AI
Use DinamikAI to generate meaningful insights from CRM data and support faster decision-making across your teams.
Generate insights from CRM data
Evaluate customer and sales processes faster
Reduce repetitive analysis work
CRM Data
DinamikAI
Insight
AUTOMATION USE CASES
Automation Scenarios for Everyday CRM Work
DinamikCRM automation can be used across different business processes, from sales to customer service.
Sales Follow-up
Automatically create a task for the relevant sales representative when an opportunity is created or its stage changes.
Customer Service
Start task and notification flows based on defined conditions in customer requests.
Customer Follow-up
Create follow-up tasks for customers with no activity for a defined period.
Proposal Process
Create scheduled follow-up and reminder actions after a proposal is sent.
Activity Management
Automatically notify team members about upcoming or overdue activities.
Operational Processes
Standardize custom CRM processes using rules and automation.
FLEXIBLE CRM PLATFORM
Shape Your CRM Processes Around Your Business
Create custom fields and modules with the No-Code Module Builder and use automation together with your own process structure.
Create modules tailored to your business
Extend your data structure with custom fields
Manage CRM and automation on the same flexible platform
Project Tracking
Custom Module
Leave Repetitive CRM Work to Automation
Automate tasks, follow-ups and notifications so your team can focus on higher-value work.
FREQUENTLY ASKED QUESTIONS
About CRM Automation
What is CRM automation?
CRM automation means allowing the system to automatically perform repetitive customer, sales and operational tasks based on defined rules.
Can DinamikCRM create tasks automatically?
Yes. Tasks can be created and routed to relevant team members based on defined events and conditions.
Can sales processes be automated?
Yes. Sales opportunities, stage changes, tasks and follow-up actions can be used in automation scenarios.
Do I need software development to use automation?
Standard automation scenarios can be managed through DinamikCRM configuration tools. Processes can be adapted according to your business requirements.
Can I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
Let Your CRM Do More Than Store Data
Make your sales, customer follow-up and operational processes faster and more consistent with DinamikCRM automation.