CRM Workflow Tools
Replace manual follow‑ups and handoffs with CRM workflows that schedule, route, and report automatically so nothing slips.
CRM workflows turn repeated sales and service steps into automated sequences triggered by real events—like a form fill, stage change, or link click. The result is faster response times, consistent execution, and full visibility into pipeline movement and outcomes.
A focused set of tools – appointments, pipelines, automations, campaigns, links, and funnels—built to capture clean data, move deals faster, and measure every step.
Let prospects book calls on your calendar — no back-and-forth emails.
Organize, manage, and follow up with leads using a visual sales pipeline.
Track every lead’s stage in your sales process from new to closed.
Automate repetitive tasks and streamline lead nurturing across your entire sales process.
Build and launch multi-channel campaigns that trigger personalized actions based on user behavior.
Use smart links to track clicks, trigger automations, or segment contacts.
Easily build high-converting funnels to capture leads and drive sales.
Get a personalized walkthrough of our tools and see how they can transform your sales process.
Triggers fire from forms, calendars, or stage changes; rules route the work; actions send messages, assign tasks, and update records – automatically.
Trusted by concrete and coating contractors nationwide, our SEO, PPC, and CRM solutions turn marketing into profit
Find clear answers to common questions about our CRM workflow tools.
CRM workflows are automated processes that handle repetitive marketing, sales, and customer follow-up tasks so nothing slips through the cracks.
At Concrete Internet Marketing, our CRM workflows are designed to capture leads, trigger instant responses, and keep your pipeline moving without manual effort.
When someone fills out a form, clicks an ad, or calls your business, our system automatically:
Adds them to your CRM
Assigns them to the right sales pipeline
Sends automated email or text follow-ups
Notifies your team for next steps
This means your business responds faster, stays more organized, and closes more deals all while every interaction is tracked automatically inside your CRM.
Simply put, CRM workflows turn your marketing and sales process into a self-running growth engine.
CRM workflows help your business by automating the repetitive tasks that slow down your sales and marketing process giving you more time to focus on customers and closing deals.
At Concrete Internet Marketing, our CRM workflows are built to:
Respond instantly – Automatically text or email new leads the moment they reach out.
Follow up consistently – Send reminders and nurture messages without manual effort.
Eliminate missed opportunities – Every lead is tracked and assigned automatically inside your CRM.
Improve conversion rates – Faster response times and personalized follow-ups lead to more closed deals.
Provide clear visibility – You can see every interaction, status, and outcome in one dashboard.
In short, CRM workflows help you work smarter, not harder. They make your marketing and sales process faster, more consistent, and completely trackable, so you can scale confidently knowing no lead is ever left behind.
Almost everything connected to your marketing, sales, and customer communication can be automated with our CRM workflow tools.
At Concrete Internet Marketing, we customize workflows to fit your exact business goals by creating a hands-free system that captures, nurtures, and converts leads automatically.
Here are just a few examples of what can be automated:
Lead capture and pipeline assignment – Instantly route new leads to the right salesperson or stage.
Missed call text-backs – If you miss a call, an automatic text replies within seconds.
Email and SMS follow-ups – Send personalized messages to nurture leads until they’re ready to buy.
Appointment scheduling – Confirm, remind, and follow up on bookings automatically.
Quote and invoice follow-ups – Nudge prospects or clients to complete transactions.
Review requests and reputation management – Automatically request reviews after completed services.
Every workflow is connected to your CRM and reporting dashboard, so you can see exactly how automation saves time, increases conversions, and drives measurable ROI.
Simply put if it repeats, we can automate it.
Yes our CRM workflow system integrates seamlessly with your website, landing pages, and ad platforms like Google Ads and Meta Ads (Facebook & Instagram).
At Concrete Internet Marketing, we design your CRM to automatically capture and track every interaction, including:
Website form submissions
Click-to-call or chat leads
Ad conversions from Google or Meta
Scheduling or booking requests
Once a lead comes in, it’s instantly added to your CRM, tagged by source (e.g., Google, Facebook, website), and dropped into the right automation workflow triggering personalized email or text follow-ups and internal notifications for your team.
This creates a fully connected system that tracks each lead from first click to closed sale, giving you total visibility into what’s working and where to scale.
Your marketing doesn’t just generate traffic, it fuels a data-driven, automated sales pipeline.
You’ll know your CRM workflows are working because you’ll see the results in your data and in your bottom line.
At Concrete Internet Marketing, every workflow we build is fully measurable inside your CRM and connected reporting dashboards. You’ll see:
Lead tracking – Every contact, call, or form submission is logged automatically with its source.
Follow-up performance – Track how many leads received emails, texts, or calls and how quickly they responded.
Pipeline visibility – Watch leads move from new inquiry to closed sale in real time.
Conversion and ROI metrics – View the number of closed deals, total revenue generated, and workflow-driven success rates.
Because all automation is tied to your CRM and analytics system, you can identify what’s working, where leads drop off, and how each workflow contributes to growth.
No guesswork, just data-driven proof that your automation is saving time, improving conversions, and driving measurable ROI.