Easily automate tasks, texts, emails, and more with our Workflows feature
Make your sales and marketing efforts more effective and efficient with software that lets you automate and manage every aspect of every sales, marketing, & nurture campaign.
Plug-In-Play Automations Already Loaded In Your CrmAid Account
Automate emails, texts, ringless voicemails, and more based on form submissions, appointment scheduling, or specific text triggers. With workflows in CRM-Aid, the possibilities for automation are limitless.
Automate Manual & Redundant Tasks
We all know that time is money in all areas of business and sales – making marketing automation the perfect tool to make the most of your time in order to make more of the green stuff. Free up your time and resources by using software that helps you focus on creating targeted marketing campaigns and strategies like a pro.
Discover Our Extensive Features
Offering Over 19 Features and Growing
See All Features
Explore wide range of features we offer to you
Affiliate Program Manager
Manage affiliate relationships and track referrals efficiently within your CRM
AI Sales Bot
Engage and qualify leads automatically using AI-powered chatbot interactions.
AI Content Generator
Generate personalized content and marketing materials using AI algorithms
Course Builder
Develop and deliver online courses directly within your CRM
Contact Management
Centralize and manage customer information and interactions effectively
Funnels & Website Builder
Build custom sales funnels and responsive websites to convert leads
FB & Instagram Messaging
Integrate messaging from Facebook and Instagram directly into your CRM
Integrations
Discover a world of integrations designed to enhance your efficiency and productivity
Inbound & Outbound Calls
Handle inbound inquiries and manage outbound sales calls seamlessly
Inbound & Outbound SMS
Engage leads and customers through SMS messaging for effective communication
Lead Sources
Track and analyze the sources of your leads to optimize marketing efforts
Mobile App
Access your CRM on the go with a dedicated mobile application
Ringless Voicemail Drops
Leave voicemails directly in contacts' boxes without their phone ringing
Sales Pipelines
Create multiple sales pipelines efficiently with customizable stages
Social Media Scheduler
Schedule and manage social media posts across platforms from your CRM.
Team Calendars
Coordinate schedules and appointments across teams with integrated calendars
Text/Email Blasts
Send bulk text messages or emails to segmented lists for promotional campaigns
Workflow Automation
Automate business processes to streamline operations and save time
