Workflows

Generate more revenue and spend less time on repetitive tasks by setting up powerful workflows using a simple, visual interface.

Workflows & automation in Overloop free CRM

Sales on autopilot

Automating recurring and boring sales tasks allows you to spend more time engaging with prospects. In the end, it means more productivity and more revenue for your sales team.

Workflows & automation in Overloop free CRM

Automatic enrollment

You can add prospects manually to your workflows or enroll them automatically when they trigger specific events in your account and meet predefined filter criteria (reply to an email, click a link, etc.).

Workflows & automation in Overloop free CRM
Workflows & automation in Overloop free CRM
Workflows & automation in Overloop free CRM

Building blocks

Conditions

Use conditions to create incredibly powerful workflows where prospects are directed down one path or another based on a set of filters.

Delays

Use delays to wait before moving from one step to the next one.

Use delays to set intervals between emails or before asking your sales to act by creating a task for example.

Manual reviews

Review steps will queue up prospects so you can check and approve them before they can continue the workflow.

This can be useful to make sure that every prospect has all the information you need before sending him a personalized email.

Personalization

With personalization variables, you can tailor your emails or tasks, and give every prospect the attention they deserve.

Workflows & automation in Overloop free CRM
Deals automation in Overloop free CRM
Tasks automation in Overloop free CRM
Action fields in Overloop free CRM
Notifications in Overloop free CRM
Notes automation in Overloop free CRM

Action blocks

Deals

Automatically create deals in the right pipeline, at the right stage. Move the deal when your prospect reply for example. Possibilities are endless…

Tasks

You can create tasks linked to enrolled prospects and assign them to the user of your choice.

Data update

Automatically update any prospect’s field. Combining this with enrollment triggers allows you to link multiple workflows together.

Notifications

Get notified by email or SMS when something important happens in a workflow.

Notes

Add notes to keep track of important event on your prospects.

“Overloop is an absolute must if cold mailing is part of your sales strategy. It can literally replace one person on the team who would have to gather emails and then send emails and follow-ups.”

Miha A. Head of Marketing

More features

Ready to automate your sales?

Discover our sales automation tools.

See Plans & Pricing