⚡ Automation (Workflows)

Build visual workflows to automate repetitive tasks.

• Creating WorkflowsThe visual workflow builder lets you automate actions: send emails, SMS, update contacts, wait for conditions, and more — all without code.
• LinkedIn Outreach Cadence (multi-touch follow-up)A pre-built workflow template that runs a multi-touch LinkedIn prospecting sequence: it reminds you to message a prospect every few days and tracks responses. Because LinkedIn's API forbids automated …
• Screen Recordings — Loom-style walkthroughsRecord your screen, microphone, and (optionally) your webcam right inside CRMown. CRMown AI auto-generates chapters, a transcript, and a summary so every recording is searchable and skimmable. Share w…
• Screenshots — capture, annotate, and shareYes — CRMown has a built-in screenshot tool; you do NOT need Snagit, Lightshot, or your OS screenshot key. Capture any tab, window, or your full screen (or upload an existing PNG/JPG/WEBP), then mark …
• Approval & Review Process — Multi-Stage Approval ChainsMulti-stage approval workflows for deals (PipelineItem), quotes, contacts, and proposals. Admins build named ApprovalProcess templates with sequential or parallel approver steps; team members submit e…