Automated workflows -Save hours every week

Trigger automatic actions on status change, time delay, or field update. Your CRM works while you sell.

Automate what can be automated

How much time do you spend each week on tasks you could automate? Sending a follow-up email 3 days after an unanswered demo. Notifying your manager when a deal exceeds 10,000 euros. Updating a contact's status when a deal is won.

These micro-tasks, repeated dozens of times a week, add up to hours lost every week. Kolzio workflows handle them for you.

A workflow has 3 building blocks: a trigger, an optional condition, and an action. Each workflow comes with a full execution history for auditing.

Trigger

Status changed to "Lost"

Condition

If value > 5,000 euros

Action

Notify manager by email

Workflow building blocks

Triggers

  • Status change
  • Time delay
  • Field update

Conditions

  • Deal value
  • Pipeline stage
  • Field value

Actions

  • SMTP email send
  • Field update
  • Notification
  • Pipeline change

On average, teams using Kolzio workflows save hours every week on repetitive admin tasks.

Explore other features

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Ready to automate your repetitive tasks?

Kolzio is free for 1 user. Create your first workflow today.

Try Kolzio for free See pricing

No credit card • 5-min setup • Email support included