Journey · Stock and operations

Automationsdo the chasing

A new lead is routed and followed up, and stock alerts reach the team, automatically.

3 steps

Step by step

Step 1
The lead goes to an owner
When a new lead arrives, an automation routes it to the right person, with a next action.
Lead · CRM → AI Agents & Automations + Owner · AI Agents & Automations → CRM
Step 2
The follow-up goes out
The follow-up goes out on WhatsApp on its own, so nothing is forgotten.
Follow-up · AI Agents & Automations → CRM + Follow-up · CRM → WhatsApp → Customers
Step 3
Stock alerts and digests
Stock alerts and report digests reach your team's phones, from automations running on infrastructure you own.
Stock alert · AI Agents & Automations → Alerts

Live on ERPNext

The demo opens on a demo company in a new tab. You make, in order: Lead.

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