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Deals you can see
Move a deal, assign an owner or create a task when a lead does something.
Explore Deals you can see
Automations
CRM automation workflows and sequences
Move deals, assign tasks and send follow-up emails or WhatsApp messages when a lead fills a form, a deal moves or a proposal is signed.
Free plan, no card needed. Or book a demo.
Let the CRM do the admin
A CRM is only as useful as it is up to date. Automation workflows keep it that way: tag the lead, assign an owner, create the follow-up task and send the first email, without anyone clicking.
In startbuddi, CRM triggers include new contacts, tags, segments, deal stages, form submissions and paid invoices. Steps include emails, SMS, WhatsApp messages, tasks, owner assignment and waits. Sequences of follow-ups are just steps with waits between them.
- New lead: tag, assign an owner and send a welcome.
- Deal moves to Proposal sent: follow up in three days if no reply.
- Invoice paid: mark the deal won and start onboarding.
- Pipeline "Keep it current automatically" moves deals on replies and payments.
- CRM triggersContacts, tags, segments and deal stages.
- Team stepsAssign owners and create tasks.
- Follow-up sequencesEmails and WhatsApp with waits.
- Self-updating pipelineReplies and payments move deals.
Moves itself
Deals move when customers reply or pay.
Switch on "Keep it current automatically" and every move is logged with the reason.
- A reply moves the deal out of the first stage
- A paid invoice marks the deal won
- Chip suggests a deal right from an inbox conversation
Triggers and steps
Triggers and steps across the CRM.
Contacts, tags, deal stages and payments start flows with emails, tasks and waits.
- Triggers across forms, bookings, money, email, contacts and deals
- Wait for their reply, then branch on what they said
- Send to Google Sheets or Zapier when you need to
Build with Chip
Describe the workflow to Chip.
Chip plans it, writes the messages and checks every step before you switch it on.
- A clear WHEN, DO, WAIT and CHECK plan first
- Friendly, Professional or Casual writing
- Nothing goes live until you turn it on
Same workspace
One engine for every follow-up.
Sequences run on the same contacts, deals and inbox as the rest of your business.
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WhatsApp campaigns
Send approved WhatsApp templates, or free text inside the 24-hour window.
Explore WhatsApp campaigns
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One inbox for every channel
Replies land in your shared inbox, on the right contact.
Explore One inbox for every channel
Plans
Automations unlock on Starter
Automations are not on Free. Starter includes 250 runs a month, Growth 2,000 and Scale 5,000. Building with Chip uses Chip credits.
- Free Included, free forever $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
Keep reading
BlogEmail sequence CRM: how to automate follow-ups from your pipeline and close more deals
BlogHow to manage a client pipeline effectively (without losing your mind)
ProductSales pipeline & deals
ProductAutomations
ProductEmail marketing
ProductChip & AI agents
CompareZapier alternatives
Blog12 business workflow automation examples for service businesses
BlogAI lead follow-up: how AI can write your follow-up messages (and when to send them)
Questions people ask
What are CRM automation workflows?
Rules that act on your CRM when something happens: tag a lead, assign an owner, send an email or create a task.
Can a deal stage change trigger a follow-up?
Yes. Deal stages are triggers, and you can wait a few days and check for a reply before sending.
Can I automate sequences in the CRM?
Yes. A sequence is a set of email, SMS or WhatsApp steps with waits between them, started by a CRM event.
What plan do I need?
Automations unlock on Starter ($29 a month); the pipeline's own auto-updates are on every plan.
Automate the follow-up you keep forgetting.
Pick a template or describe it to Chip, check who it reaches and switch it on. Try it free for 30 days.
Free plan available. Every paid plan starts with a 30-day trial.