Sales AI
Automations
Build the follow-up sequences your team keeps forgetting to do.
No contracts. Cancel anytime. Setup in minutes.
Drag-and-drop workflows trigger the right email, text, task, or pipeline move automatically — based on what a lead does, not what your team remembers to do.
The problem
- Follow-up depends entirely on someone remembering to do it
- Leads fall through the cracks between pipeline stages
- Manual follow-up doesn't scale as lead volume grows
How ScaleCRM helps
- Visual drag-and-drop workflow builder
- Triggers on tags, form fills, pipeline stage, or calendar events
- Multi-step sequences across SMS, email, and tasks
- Built-in templates for common follow-up scenarios
Live in minutes, not months
Create your account
Sign up and get access to Automations immediately — no lengthy setup call required.
Set it up for your business
Connect your calendar, numbers, and contacts, then customize Automations to match how you work.
Go live
Turn it on and let ScaleCRM start working — with everything logged back to your CRM automatically.
Related solutions
Frequently asked questions
What is ScaleCRM's Automations?
Drag-and-drop workflows trigger the right email, text, task, or pipeline move automatically — based on what a lead does, not what your team remembers to do.
How much does ScaleCRM cost?
ScaleCRM plans start at $47/month for the Starter plan, $147/month for Growth, and $247/month for the Agency plan. All plans are month-to-month with no long-term contract.
Does ScaleCRM integrate with the tools I already use?
Yes. ScaleCRM connects to popular calendar, payment, and marketing tools out of the box, plus open webhook and API access for custom connections, so switching doesn't mean starting from zero.
