Q: *NEW FEATURE* Group Automation in Pipeline Stages. Transform Your Lead Management with Enhanced Pipeline Automation
Imagine if your CRM could automatically organize your contacts into the right groups at exactly the right moment, based on their interactions with you. No more manual updates, no more forgotten group assignments, no more leads falling through the cracks.
If you've ever found yourself:
• Manually moving contacts between groups as they progress through your pipeline
• Losing track of where contacts belong in your nurture sequence
• Spending hours updating contact groups instead of focusing on closing deals
• Wrestling with keeping your pipeline stages and groups in sync
Then you'll love what we've just added to SMS-iT CRM's Pipeline Stage Automation.
Introducing Group Automation in Pipeline Stages – your pipeline just got smarter!
SMSiT_DevTeam
Jan 12, 2025A: Here's what's new:
• Automatic group assignments when contacts move between pipeline stages
• Smart removal from previous groups when contacts progress
• Seamless integration with AI Stage Automation, Smart Stage Automation, and Manual Stage Automation
• Enhanced contact organization with existing tagging capabilities
How it works:
1. Set up your pipeline stage automation (AI, Smart, or Manual)
2. Define which groups contacts should join at each stage
3. Specify if contacts should be removed from previous groups
4. Let the system automatically manage your contact groups based on received messages
Real-world example:
When a lead responds "Interested" to your initial campaign, they can automatically:
• Move to your "Qualified Leads" pipeline stage
• Join your "Active Prospects" group
• Leave the "New Leads" group
• Get tagged as "Sales-Ready"
All of this happens instantly, without any manual intervention.
Ready to streamline your pipeline management? These new features are available in your account right now. Our support team is standing by to help you set up your automated group workflows.
P.S. Combined with our existing tagging system, this new group automation feature creates the most powerful contact management system we've ever offered. Log in now to explore the possibilities!