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CRM

CRM / automation

Auto scripts and automation amoCRM

This is a hub for automation inside amoCRM: funnels, robots, triggers, tasks, control of the next step, access rights and the logic by which the sales department does not fall apart into manual chaos. Here are collected pages that cover not just one button, but the entire transaction route.

Funnel and stages Robots and triggers Rights and control Manager Analytics

Main pages

What does automation really consist of?

Without system

What happens without automation

  • Deals hang around without a next step and without tasks.
  • Managers handle identical situations differently and the department falls apart due to personal habits.
  • The manager receives the numbers, but does not see which part of the process is broken.

What we are setting up

Scenario outline

  • Stages and rules of transition.
  • Points for setting targets and monitoring SLA.
  • Signals to the manager regarding stuck, overdue and poorly processed transactions.

Result

Automation as controllability

  • Less losses due to routine and forgotten actions.
  • Same processing logic for the entire team.
  • Clear analytics: where the deal failed and why.