Turn CRM decisions into completed work.
Cedric is the AI employee that remembers every customer conversation, updates your CRM, drafts follow-ups and coordinates the next action across your tools.
Works in
$50 in free credits. No card required. Set up in about 30 seconds.
Call with Steiner AG ended, 41 min. Reto wants a revised quote by Friday.
Done. The opportunity is current, the email is in your drafts, the reminder is set.
Opportunity: next step, revised quote by Fridaywaitingupdated
Email to Reto with the revised quotewaitingdrafted
Reminder for Nadja, tomorrow 09:00waitingsetCreated and used by people from
Your CRM stores decisions. Your team still executes them.
Every conversation creates manual work across email, calendars, tasks, documents and the CRM itself.
Meeting notes, emails and CRM fields rarely tell the whole customer story.
Reps leave calls with decisions, then manually update records and chase the next action.
The CRM records status, but work still has to move through email, project tools and documents.
What is CRM workflow automation?
CRM workflow automation turns customer events and team decisions into consistent actions without relying on manual data entry or reminders.
1. Capture context
Nadja
RetoCedric
FabienneCedric: Notes on. Linked to the Steiner AG opportunity.
Steiner AG, 40 seats, ProposallinkedLast thread: the March claimreadCedric joins the meeting, takes notes and connects the conversation to the right customer.
2. Understand decisions
It identifies commitments, risks, owners and the next best action.
3. Ask for approval
The approval moment
The customer wants a revised quote Friday. Update the opportunity, draft the email and remind Nadja tomorrow?
Yes. Put the SLA in the email too.
Cedric proposes the follow-up so your team stays in control.
4. Execute the work
Done. Four things.
Opportunity: next step, FridayupdatedRevised quote to Retodrafted
Delivery claim, for financecreatedReminder for Nadja, 09:00setIt updates the CRM, drafts emails, creates tasks and schedules reminders across tools.
CRM automated workflows for sales, with Cedric.
Move from lead conversation to signed customer without losing context between tools.
This week's lead calls
Lead-pool meetings
Schedule meetings, capture notes and associate decisions with the right opportunity.
See the example →40 seats, annual billing, the SLA attached. Valid until October 15.
Quote creation
Turn approved pricing and scope into a quote draft and customer-ready email.
Steiner AG, signed
Contracts and invoices
Draft the contract, create the invoice and route both for approval.
See the example →Steiner AG, onboarding
Customer onboarding
Create tasks, owners, deadlines and welcome communications when the deal closes.
See the example →Before you write to Reto: he pushed back on the setup fee in March and wants the SLA in writing.
@Cedric draft it with both covered.
Context-aware follow-ups
Remember objections, promises and preferences when preparing the next follow-up.
See the example →Renewals, next 90 days
Renewal workflows
Track renewal dates, assess account signals and start the right sequence early.
Turn CRM context into coordinated marketing work.
Cedric can use customer data, call notes and observed signals to plan, create and launch more relevant campaigns.
Analyze CRM data by needs, behavior, stage and conversion potential.
Create and schedule posts for different audiences using current customer insights.
Turn CRM notes, reminders and observations into content briefs and drafts.
Combine CRM outcomes with campaign data to explain what converts.
Rebuild successful campaigns for a new segment while preserving context.
38 accounts in Proposal, logisticsbuiltWhy logistics teams switch, from the notesdrafted
Three posts and one email, per segmentdraftedTuesday and Thursday, 09:00, three weekson your yes
Replies and demos, back on each accountFridays 17:00Connect customer context to every marketing campaign.
CRM and marketing automation, joined: Cedric adds an execution layer between CRM data, marketing decisions and the tools used to create, launch and measure campaigns.
38 logistics accounts in Proposal, three posts and one email.
Steiner AG opened twiceWhich post landed, what Reto read, the price objection from March.
Call booked, Thu 11:30Opportunity updated, revised quote drafted, reminder set.
Closed won, $24,000Usage up, renewal Nov 30. The check-in sequence starts early.
Recorded on the accountOne customer context powers the journey, from the first campaign to the renewal.
Cedric is the execution layer on top of it, across email, social, analytics, documents and project tools. No separate marketing automation CRM, no migration of your source of truth.
Marketing surfaces an engaged account, sales receives the context, the rep follows up, and the outcome lands back on the customer record for the next campaign.
Everything needed to carry CRM work across the finish line.
Remember the company, people, customers, decisions and workflows.
Review important actions before Cedric changes records or contacts customers.
Carry one decision through CRM, email, calendar, documents and projects.
Capture customer signals, commitments and next actions from conversations.
Run longer processes in the background without blocking the team.
Turn the way your best operators work into repeatable workflows.
Less CRM administration. Faster follow-up. More consistent execution.
Connect Cedric to the CRM your team already uses.
Automate execution without replacing your system of record.
HubSpot
Salesforce
Pipedrive
Zoho CRM
Close
ActiveCampaign
monday CRM
Attio
Freshsales
Insightly
Keap
Copper CRM
Capsule CRM
SugarCRM
SuiteCRM
Vtiger
Follow Up Boss
Lawmatics
Mautic
SharpSpring
Upsales
VBOUT
Pipeline CRM176 CRMs in the catalog, and 3,000 more apps around them. See all integrations →
What are the benefits of workflow automation for CRM?
CRM automation creates value when it improves execution quality as well as speed.
Updates happen as part of the workflow, reducing missing fields and stale opportunity stages.
Draft customer emails, quotes and next steps while the meeting context is still fresh.
Turn the team's strongest sales process into a repeatable workflow with review points.
Carry decisions from marketing to sales, onboarding, finance and customer success.
Use customer history, objections and observed signals instead of generic templates.
Reduce repetitive CRM administration so sales and marketing teams can focus on judgment and relationships.
Cedric connects the CRM record to the work required before, during and after every customer conversation.
Start automating CRM work with Cedric.
One workspace for the team, with free credits to prove the workflow before committing.
$50 in free credits. No credit card required. Connect a tool and run your first workflow.
Automate your first workflowExpand into more sales and marketing workflows as the team proves the value.
What a credit buysPrivate, in your control,
and Swiss based.
Private.
In your control.
Swiss based.
Questions about CRM workflow automation
Yes. It can analyze segments, create campaign briefs, coordinate assets, schedule work and report outcomes.
No. Cedric connects to your existing CRM and completes work across it and your other tools.
Yes. It can update stages, prepare follow-ups, create quotes, assign tasks and coordinate the next approved action.
Yes. Cedric can propose CRM updates, messages and workflows for approval before execution.
Cedric uses the customer record and conversation context to draft relevant emails, then sends or schedules them after approval.
Create a workspace and begin connecting tools in about 30 seconds. Add complex workflows progressively.
Salesforce, HubSpot, Zoho CRM, Pipedrive, Dynamics 365 Sales and many more. See the catalog.
Turn your next CRM decision into completed work.
Automate your first workflowStart with $50 in free credits. No card required. Cancel anytime.