Automation
Let busywork run itself
No more manual follow-up. Build visual automations with triggers, conditions and actions — and let your CRM do the heavy lifting while you focus on clients.
14 days free · no credit card required
11h
Saved per week per user
3×
Faster lead follow-up
87%
Fewer missed tasks
500+
Agencies use it daily
Visual builder
Drag, connect — your automation is ready in minutes
The visual automation builder works like a flowchart. Choose a trigger, add conditions and chain actions together. No code, no formulas — just click and connect.
- Drag-and-drop builder with unlimited steps
- Branching based on deal value, tags or behaviour
- Live preview: test your flow before switching it on
Triggers & conditions
The right action at exactly the right moment
Choose from dozens of triggers — from "new lead captured" to "quote unread for 3 days". Add conditions so actions only fire when they are relevant for that specific lead or client.
- Triggers: form, deal stage, date field, tag, score and more
- Conditions: segment by company size, source, revenue or behaviour
- Combine multiple triggers in one flow
Follow-up sequences
Every lead gets the right follow-up — automatically
Build multi-day email sequences that stop the moment a lead replies. Combine emails, tasks and notifications in one flow so nobody slips through the net.
- Email on day 1, 3, 7 — personalised from your CRM data
- Auto-stop on reply or deal move
- Create a sales task if email opened but not answered
Actions & integrations
From sending an email to creating a deal — in one flow
Automations don't just send emails. Create tasks, move deals, change tags, send Slack messages or generate an invoice — all from one visual flow, no extra tools needed.
- Create, move or reassign a deal
- Add a task or note to a contact
- Send a webhook to external tools (Slack, Zapier, your own API)
Why agencies love it
More time for the work that really matters
Automations take over the repetitive tasks — so your team can focus on relationships and results.
Hours saved, every week
Users save an average of 11 hours per week on follow-up, reminders and manual updates. That is more than half a working day back.
Never miss a lead again
Every new lead gets a personalised follow-up within 5 minutes. No chance, no forgotten contacts — just system.
Higher conversion without more work
Teams using automation close 32% more deals — simply because they follow up faster and more consistently than the competition.
"The automations in The Agency CRM have completely transformed our follow-up. Leads now get a response within minutes — without anyone having to lift a finger."
Discover more features
Automations work best in combination with the rest of your CRM.
Pipeline management
Drag deals and automate follow-up per stage.
Learn more
Email marketing
Campaigns and sequences wired directly to your CRM data.
Learn more
AI assistant
Let AI write emails and tasks and summarise your pipeline.
Learn more
In the product
See it in action