Automate Your Sales & Customer Workflows

From lead capture to client onboarding — streamline every step of your sales and support process.

Features

Powerful Workflow Automation

Automate repetitive tasks and create custom workflows tailored to your business needs.

Drag & Drop Builder

Create complex workflows with our intuitive visual builder—no coding required.

Time-Based Triggers

Automate actions based on specific dates, delays, or recurring schedules.

Email Automation

Send personalized emails automatically based on customer actions or behaviors.

SMS Automation

Engage customers with timely text messages triggered by specific events.

AI-Powered Triggers

Smart automation based on predictive analytics and customer behavior patterns.

Custom Conditions

Create if/then rules with multiple conditions for precise automation control.

Real-World CRM Workflow Examples

Sales Funnel Automation

From lead capture to closing deals — automate drip campaigns, scoring, and follow-ups to close faster.

Customer Onboarding

Use automated workflows to onboard clients seamlessly with welcome sequences, checklists, and milestone tracking.

Features

Automation Use Cases

Discover how businesses are using TDA CRM workflows to save time and grow revenue.

Lead Nurturing

Automatically send personalized emails and content to move leads through your funnel.

Abandoned Cart Recovery

Trigger SMS and email sequences when customers leave items in their cart.

Customer Onboarding

Guide new customers with automated educational content and check-ins.

Customer Support

Automatically escalate support tickets based on priority and response time.

Review Collection

Automatically request reviews from satisfied customers after purchase.

Task Management

Automatically assign tasks to team members based on deal stage or customer action.

Connect Your Entire Tech Stack

TDA CRM integrates with all your favorite tools to create seamless workflows across platforms.

Salesforce Salesforce
Zoho Zoho
Hubspot Hubspot
Mailchimp Mailchimp
Shopify Shopify
WordPress WordPress

Visual Workflow Builder

Create sophisticated automation sequences with our intuitive drag-and-drop interface.

  • Drag-and-drop interface requires no technical skills

  • Test workflows before activation

  • Real-time analytics on workflow performance

  • Clone and modify existing workflows

What others are saying

James D.

Founder, SaaS Company

“The workflow automations have cut our response times by 70%. It's like having an extra teammate.”

Amber B.

Marketing Manager

“I set it up once and it’s been running smoothly ever since. No more manual follow-ups!”

Frequently Asked Questions

Can I customize workflows for different clients?

Yes! TDA CRM supports white-labeled workflows for each client with full customization options.

How easy is it to set up workflows?

Very easy. Just drag and drop actions into a visual builder. No coding required!

What triggers are supported?

Email opens, link clicks, form submissions, tag changes, stage updates, and more!

Schedule a Call With Our Team

Have questions or want to see if TDA-CRM is right for your business? Our Australian-based specialists are ready to help.

  • +61 2 8046 6553

  • WA: +61 4 1234 5678

One Platform. Multiple Functions Ease of Working

Choose TDA-CRM for Business Todays!