Manual tasks saved
Automation workflow demoRunning
Automate lead capture, CRM updates and follow-up emails.
A conceptual automation system that shows how small businesses can save time, reduce manual work and respond to leads faster.
Live automation
New lead detected
Lead submits a form
A visitor requests information through a simple web form.
CRM is updated
The lead is automatically stored and assigned a status.
Email is sent
A personalized follow-up email is triggered instantly.
Sales task created
The business owner knows exactly who to contact next.
Workflow
From form submission to follow-up, without manual work.
This demo represents a typical automation flow for small businesses: capturing leads, organizing information and triggering actions automatically.
Automation log
Lead received from website form
Contact created in CRM
Lead score calculated automatically
Welcome email sent
Sales follow-up task created
Dashboard
A simple panel to understand what is happening.
Leads processed
214
Emails sent
189
Response rate
27%
Recent leads
Automatically processed contacts
| Lead | Source | Status | Score |
|---|---|---|---|
| Olivia Carter | Website form | Email sent | High |
| James Miller | Landing page | CRM updated | Medium |
| Sophia Bennett | Newsletter | Task created | High |
Useful for small businesses that receive repeated requests.
Contact forms
Appointment requests
Quote requests
Newsletter signups
Customer onboarding