Sales Automation

Sales automation to accelerate every opportunity

Design workflows that assign leads, send follow-ups and trigger tasks automatically, so your sales team spends time selling instead of managing manual processes.

Repetitive tasks eat up sales time

Assigning leads, sending the same follow-up email, remembering a pending call, or moving an opportunity to the next stage are necessary but repetitive tasks. Done manually, they consume hours the team could spend on high-value conversations, and it's easy for something to slip through.

Automated workflows for every stage of the sales process

Vendrava lets you design workflows that trigger automatic actions based on rules and lead behavior signals: assigning the right contact, sending a follow-up, scheduling a call, or moving the opportunity to the next stage. The team defines the rules and reviews the results, while automation handles the repetitive execution.

Benefits

Fewer manual tasks

Repetitive sales actions run automatically according to the rules the team defines.

Timely follow-ups

Reminders and follow-up emails trigger at the right moment, without relying on someone remembering to send them.

Fair, fast assignment

Leads are automatically distributed across the team based on rules for load, territory or availability.

More consistent processes

Every lead goes through the same structured process, reducing variability in how each rep manages their opportunities.

Features

Visual workflow builder

Create automation sequences with conditions, actions and wait times, with no coding required.

Automatic lead assignment

Distributes leads across the sales team based on rules for territory, product, language or workload.

Multichannel follow-up sequences

Combine email, WhatsApp and calls in a single automated sequence, adapted to the lead's behavior.

Automatic reminders and tasks

Generates tasks for the sales team when an opportunity needs human input at a specific moment.

Behavior-based triggers

Triggers automatic actions when a lead opens an email, visits a page, or doesn't respond within a set timeframe.

Reusable templates

Save flows and messages as templates to reuse across new campaigns or teams without starting from scratch.

Use cases

Automatic distribution of inbound leads across sales reps
Follow-up sequences for leads that didn't respond to first contact
Automatic reminders for pending tasks ahead of a deadline
Re-engagement flows for opportunities stalled at a pipeline stage
FAQ

Frequently asked questions

Does sales automation require technical knowledge?+

No. Workflows are configured through a visual builder designed for sales teams, with no coding required.

Can I combine different channels in the same flow?+

Yes, a single automated sequence can include email, WhatsApp, calls and internal tasks for the team.

What happens if a lead responds in the middle of an automated sequence?+

The flow can be configured to stop or adapt automatically when the lead responds, avoiding duplicate or out-of-context messages.

Can I measure how each flow performs?+

Yes, every automation connects to CRM reporting, letting you see response and conversion rates per flow.

Does automation replace the sales team's judgment?+

No, it's designed to handle repetitive tasks and free up time, while strategic decisions and key conversations stay with the team.

Automate the repetitive, focus effort on selling

See how Vendrava's sales automation helps your team move opportunities faster.