Automation
The dos and don'ts of sales automationWith NetHunt CRM’s sales automation software, leads move through your pipeline, tasks assign themselves, and CRM records update in real time — so your team can focus on winning, not working.
Workflows handle the busywork. You handle the sales.
Trusted by 10,000+ users to automate sales processes.
Manual work slows you down. Missed follow-ups cost you deals. It’s time to automate. It’s exactly what NetHunt CRM helps you with.
Sales reps spend over a third of their time on admin instead of selling. A sales automation CRM handles data entry, follow-ups, and task management, so your team can focus on closing deals.
Every minute counts. Automatically capture leads, add them to your pipeline, assign managers, and trigger multi-channel outreach — so no opportunity slips away.
No more stalled leads. Sales automation pushes deals forward, assigns the right tasks at the right time, and ensures seamless handoffs between sales, marketing, and customer success.
Workflows run on a simple logic: triggers activate actions. Whether it's assigning leads, updating deal stages, or automating approvals, you control how much runs on autopilot. The only limit? How far you want to take it.
Collect leads from multiple channels, automatically pull relevant data into CRM records, and place them in the right pipeline stage for immediate follow-up. No sales opportunity slips through the funnel.
Not every lead belongs to the same rep. Automate lead assignment based on criteria like territory, deal size, industry, or any other parameter ensuring prospects are always handled by the right person to increase deal closure.
Nurture leads with automated drip campaigns across email and chat. Personalize every sequence using CRM data to deliver relevant content at the right time. Engage cold leads and turn them into hot prospects.
Keep your deals moving through the pipeline without manual updates. Automatically progress deals based on lead actions, update CRM records in real time, and ensure your team always has the latest information.
Set up real-time notifications and task assignments for when leads take action, deals progress, or approvals are needed. NetHunt CRM timely alerts the right team members, keeping everyone in sync. NetHunt CRM sends an email notification or Slack message when something changes about a deal, or if a certain action is completed.
Ensure smooth team coordination without constant check-ins. Automatically trigger approvals, handoff deals, and notify managers — all based on deal progression, so nothing slows your deals down.
NetHunt is a CRM with sales automation that takes care of repetitive tasks, so your team can focus on building relationships and closing more deals — all from one platform.
Create personal or shared email templates, personalize them with CRM data, and send them quickly.
Automatically adjust pipeline stages based on lead actions or CRM triggers.
Capture leads from custom website forms and add them directly to your pipeline.
Launch automated actions based on CRM field changes, lead engagement, or other activity.
Connect NetHunt CRM with your favorite tools to create fully automated workflows across multiple systems.
Move real-time customer data from one system to another using webhooks.
CRM inside Gmail
Work directly from your inbox with CRM features. Log emails, update records, track sales progress, and automate workflows — all without switching tabs.
More than just automation
NetHunt CRM doesn’t just automate tasks — it helps you manage the entire sales cycle from lead capture to closing deals.
Easy to use
Set up automation in minutes with an intuitive interface — no coding required. NetHunt sales automation CRM keeps things simple so your team can focus on selling, not figuring out software.
Automation without limits
Your automation possibilities are only as limited as your imagination. Set up triggers, update any CRM field, and create workflows that fit your unique sales process.
NetHunt CRM’s sales automation software connects with the tools you use daily, automating data flow so everything stays in sync.
See all integrationsAutomation
The dos and don'ts of sales automationSales automation in CRM refers to using technology to automate repetitive sales tasks, such as lead capturing, follow-ups, email sequences, task assignments, and deal progression. It helps sales teams work more efficiently by reducing manual data entry and ensuring leads move through the pipeline automatically.
Key benefits:
Example: A sales rep sends an email to a prospect. If the prospect opens the email but doesn’t respond, an automation rule can trigger a follow-up message after two days.
By choosing the best sales automation CRM, businesses can increase efficiency, improve lead response times, and reduce sales cycle with minimal manual work.
Sales automation is the process of using technology and workflows to reduce manual sales tasks. This includes automated lead nurturing, email outreach, CRM updates, task assignments, and deal management. The goal is to free up sales reps to focus on selling instead of admin work.
Sales automation software is a tool that automates repetitive sales tasks, such as lead scoring, email outreach, CRM updates, and pipeline management. It allows businesses to create workflows that ensure no lead or opportunity is missed. Examples include NetHunt CRM, HubSpot, or Salesforce.
The best sales automation software depends on your business needs. NetHunt CRM is a top choice for businesses using Gmail, offering email automation, lead management, multi-channel outreach, and pipeline automation. Other popular options include HubSpot, Salesforce, and Pipedrive, each with different levels of automation and CRM integration.
To automate a sales process, follow these steps:
Sales automation software like NetHunt CRM simplifies this process, ensuring powerful workflows.
A CRM (Customer Relationship Management) system is a tool for managing customer data, tracking interactions, and organizing sales activities. Sales automation is a feature within a CRM that automates tasks like lead follow-ups, email sequences, and deal progression.
CRM sales automation refers to using automation features within a CRM system to handle repetitive sales tasks. This includes auto-logging interactions, scheduling follow-ups, assigning tasks, and sending automated emails. It helps sales teams close deals faster while reducing manual work.
Sales Force Automation (SFA) in CRM is a set of tools that automate sales tracking, forecasting, contact management, and workflow processes. It improves efficiency by simplifying lead management, customer interactions, and pipeline movement within a CRM system.
Some of these activities include:
By using CRM automation software with built-in Sales Force Automation, businesses can reduce administrative overhead, improve response times, and create a scalable and efficient sales process that drives more revenue.
The best CRM for sales automation depends on your needs. NetHunt CRM is an excellent option for businesses using Gmail, offering lead capture, multi-channel automation, tasks, notifications, CRM updates and more. Other CRMs include Salesforce, HubSpot, and Zoho CRM, each providing different levels of automation.
A sales automation system is a combination of software and workflows that automates sales tasks like lead qualification, follow-ups, deal tracking, and CRM updates. It helps businesses improve efficiency, reduce human error, and ensure consistent engagement with leads.
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