AUTOMATIONS

Build the journey.
Let it keep moving.

Turn repeat tasks into connected workflows. Bring triggers, messages, waits and team actions together so the next step has a place to happen.

See Automations in actionExplore the possibilities
Visual workflowsUseful timingConnected actions
Visual workflow display with connected enquiry, contact, message and task steps beside a booking confirmation phone
ILLUSTRATIVE PRODUCT CONCEPT
THE NEXT STEP. ALREADY PART OF THE PLAN.
Visual workflowsUseful timingConnected actions
AUTOMATIONS / CONNECTED WITH BRANDROOF

Less remembering.More following through.

A new enquiry shouldn’t start a scramble. Build a clear process around the customer events that matter, with useful messages and practical actions for your team.

01Start with an event02Set the next action03Choose the timing04Keep the team informed
SEE THE CUSTOMER JOURNEY

A clear path.For the everyday work.

Explore three workflow concepts. Each has a trigger, a practical sequence and a clear next step.

WORKFLOW CONCEPTILLUSTRATIVE EXAMPLE
NEW ENQUIRY WORKFLOW
  1. TRIGGERForm submitted
  2. ACTION 01Create or update contact
  3. ACTION 02Send acknowledgement
  4. ACTION 03Assign follow-up task
Enquiry ready for the teamConfigured around your customer journey
New enquiry

Give every new enquiry a place to go.

Connect the form, customer record, acknowledgement and team follow-up into one organised start.

Audience
New service enquiries
Trigger & timing
Triggered by a connected form
Explore this for your business

Illustrative concepts, not a live workflow editor. Messages, actions and availability depend on your configuration.

BUILT AROUND YOUR BUSINESS

Every step has a purpose.

Bring the repeat work into a process your team can see and refine.

01

Triggers with a purpose

Start a journey from a connected form, appointment, stage change or relevant customer event.

Events & triggers
02

Steps you can see

Arrange messages, waits and actions in a visual process that your team can understand.

Visual workflow
03

Different paths

Use available customer data and conditions to shape the appropriate next action.

Conditions & timing
04

People in the process

Connect internal reminders, ownership and record updates with customer communication.

Tasks & teamwork
ONE CONNECTED CUSTOMER JOURNEY

A connected process.With people at its centre.

Useful automation takes care of repeat steps while giving the team context. Build around the way your business actually serves customers, then refine as you learn.

Explore Brandroof CRM
  1. 01

    A meaningful trigger

    Choose the event that signals a real next step for the customer.

  2. 02

    A useful sequence

    Combine the right message, wait, condition or team action.

  3. 03

    A clear handover

    Keep customer details and responsibilities visible when the team needs to step in.

START WITH A CLEAR PLAN

Make it useful.
Make it part of your day.

Start with one repeat process, test it carefully and build from there.

01

Map the journey

Choose one repeat process and describe what should happen after the trigger.

02

Build the sequence

Arrange messages, waits, conditions and team actions around that process.

03

Test the path

Use test contacts to check the trigger, timing, destinations and exit conditions.

04

Review and refine

Keep the workflow aligned with your services and how customers respond.

BETTER TOGETHER

Connect the rest
of the journey.

Bring the tools your team needs closer to the customer.

01

Forms

Give new enquiries a connected starting point.

02

Appointments

Bring confirmations and reminders into the journey.

03

Sales Opportunities

Organise the human actions behind each lead.

YOUR BUSINESS. YOUR NEXT STEP.

Start with one process.Build a better routine.

Show us the admin your team repeats. Let’s turn it into a clearer customer journey.

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YOUR QUESTIONS, ANSWERED

A little clarity.
Before you start.

Have a specific question? Talk to our team.

Do I need to write code?

The visual workflow approach lets you organise practical triggers, steps, waits and actions without writing code for each journey.

What can trigger an automation?

Available triggers depend on the connected setup and can include form enquiries, appointments, stage changes and relevant customer milestones.

Can workflows include team tasks?

Yes. A workflow can combine customer communication with internal reminders, ownership changes and record updates, depending on your configuration.

Can a customer take a different path?

Available conditions and customer data can shape different next steps. Plan and test each relevant path before using it with customers.

Should I test a workflow before launch?

Yes. Check the trigger, timing, personalisation, actions and exit conditions with test contacts. Review the workflow when your business process changes.

AUTOMATIONS / BRANDROOF

Less chasing the process.
More moving it forward.

See what’s possible
ONE PLACE FOR YOUR WHOLE BUSINESS

Ready to grow
with Brandroof?

Connect your customers, conversations, marketing and payments in one practical business platform.

See plans →Book a demo