How to automate repetitive tasks and manual data entry | Simple CRM automation

In this video, you'll find out how to automate repetitive tasks and work with your client database more efficiently.

Autoflow is a simple CRM automation feature. It takes just three steps to automate your tasks:

Step 1. Identify a situation that happens regularly (for example, "add a call note").
Step 2. Set a task that needs to follow the trigger (for example, "add a call note" → "send a thank-you note").
Step 3. Activate Autoflow.

That's pretty much it!

Trigger automated follow-up emails, avoid manual data entry, and enjoy the simplicity of OnePageCRM.

CONTENTS
0:00 Examples of task automation
0:15 Triggers and operations in Autoflow
0:41 How Autoflow works
1:02 Avoid manual data entry
1:16 Multiple triggers and operations
1:38 Choose your optimal automation level

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What is OnePageCRM

Used in more than 70 countries around the world, OnePageCRM is the best contact relationship management (CRM) system for small consulting businesses and solopreneurs. It is a unique combination of a simple client database and a powerful follow-up tool.

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