Automate your CRMand never miss an opportunity
Automatically sync leads, send WhatsApp notifications, create reminders and keep your sales team updated without repetitive work.
No credit card required · Setup in minutes · 24/7 support
Lead Follow-up Automation
Automatically notify sales when a follow-up is due.
Trigger
Follow-up is due
Condition
Lead is still open
Action
Send WhatsApp notification
Let your CRM handlerepetitive work
Create simple workflows that automatically take action when something happens in your CRM.
Lead Sync
Automatically sync leads from Google, Facebook, LinkedIn and Instagram into your CRM.
WhatsApp Notifications
Send automatic WhatsApp notifications for new leads, follow-ups, tasks and activities.
Activity Reminders
Never miss tasks, calls, meetings or follow-ups with automatic reminders.
Team Notifications
Notify the right team member whenever an important CRM event happens.
Connected workflow
Connect your favorite platforms
Bring your lead sources, communication and calendar activities together and let Srishta CRM automate the workflow.
Explore integrationsUpcoming reminders
Today
Call with Rahul
10:30 AM
Follow up with new lead
1:00 PM
Team sales meeting
4:00 PM
Smart reminders
Keep your team on top of every activity
Automatically remind your team about important sales activities so no lead or customer follow-up gets forgotten.
CRM automation software for growing businesses
CRM automation helps businesses reduce repetitivedsales tasks and improve response times. Srishta CRMdallows teams to automate lead synchronization, notifications, follow-ups, tasks, calls and meetings from one platform.
Connect lead generation platforms such as Google Ads, Facebook, LinkedIn and Instagram with your CRM workflow. When a new lead arrives, your automation can create the lead, assign it to a salesperson and notify the responsible team member.
You can also automate WhatsApp notifications and reminders for important sales activities. Connect Google Calendar to keep meetings, calls and tasks synchronized with your team's daily schedule.
With CRM automation, your sales team spends less time on manual administration and more time building customer relationships and closing deals.