ERIX CRMNewFeature
Automations on your CRM
Automations that react to your pipeline live in ERIX Flow. They start when something happens in your CRM and act on the same contact.
This page covers the same ground as the ERIX Flow guides. See What starts an ERIX automation and Automation steps in ERIX Flow for the detail.
Events from your CRM
An automation can start when a lead is created, enters or leaves a stage, is won or lost, or is tagged; when a form is submitted; or when a meeting is booked, rescheduled or cancelled. The Welcome Journey template starts when a new lead comes in, and Appointment Reminders starts on a booked meeting.
Steps that act on the contact
Steps can send a message on WhatsApp, wait, wait for a reply, ask for approval, write an AI reply or update the contact. Each run is saved on the contact's history.
More on ERIX CRM
- FeatureContacts and pipeline for Indian SMBsEvery enquiry on one board, so you always know who is new, who has visited and who is ready to pay, without a notebook or an Excel sheet.
- Use caseERIX for real estate agents and buildersBuilt for how property is sold in India: enquiries at night, site visits at the weekend, follow-ups on WhatsApp and a token amount at the end.
- Use caseERIX for clinics and healthcare practicesPatients ask on WhatsApp, book from a link and expect a reminder. ERIX handles the routine and leaves anything medical to your team.
- Use caseERIX for coaching institutesParents enquire at night and decide over a week. ERIX answers the routine questions, books the counselling session and keeps the follow-up going.