Still doing manual follow-ups and reminders one by one? With LEADSORBIT Workflow AI, you don't have to. Set up simple automation rules like sending texts when someone fills out a form, or reminders before appointments and let the system handle the rest. Keep leads warm, reduce no shows, and stay on top of your schedule all on autopilot.
Build smart workflows that automate calls, texts, emails, and reminders without manual effort.
Decide what happens when a lead fills out a form, schedules a call, or doesn't reply then let AI take over.
Send personalized reminders 24 hours, 1 hour, and even 10 minutes before appointments.
Stay connected with leads through automated follow ups and nurture sequences that convert.
Workflow AI responds based on client actions, reschedules, confirmations, or no responses.
Automate repetitive communication so your team can focus on growth, not micromanagement.
Smart Workflow Builder
Create visual workflows in minutes using simple drag and drop logic. Choose triggers, conditions, and actions then watch your business run on autopilot.
Intuitive workflow builder inside LEADSORBIT CRM.
Trigger emails, texts, and calls automatically.
Endless customization with "if-this-then-that" logic.
Automated Follow Ups
LEADSORBIT Workflow AI automatically sends personalized follow ups after form submissions, missed calls, or no responses ensuring every lead gets attention.
Smart follow ups based on lead behavior.
Multi channel messaging (SMS, email, voicemail).
100% consistency, zero manual effort.
Appointment Reminders
Send automated reminders 24 hours, 1 hour, and 10 minutes before each appointment. Reduce no shows and improve attendance without lifting a finger.
Fully automated reminder sequences.
Custom timing for each appointment type.
Works across SMS, email, and calls.
Simplify your workflows, connect with more leads, and let AI handle the heavy lifting.
Behavior Based Automation
Workflow AI monitors every response and adjusts accordingly. If a lead replies, it stops follow ups; if they don't, it continues creating a seamless experience for both sides.
Dynamic responses to user behavior.
Stops or switches automation intelligently.
Keeps conversations natural and relevant.
Lead Nurturing & Conversion
Use pre built nurturing workflows that guide leads through your sales funnel from inquiry to booking or purchase automatically.
Automates entire lead nurturing process.
Improves response time and conversions.
Keeps leads engaged until they convert.
Multi Channel Communication
Workflow AI sends messages through SMS, email, voicemail, and chat ensuring your business stays connected on every platform.
Unified communication hub.
Send texts, emails, and calls automatically.
Centralized tracking in the CRM.
Get answers to the most common questions about Workflow AI.
It's an intelligent automation system that manages follow ups, reminders, and communication flows so you can focus on running your business.
Yes, you can fully control triggers, timing, and actions for every workflow to match your exact business process.
By sending automatic reminders before each appointment through text or email, keeping customers informed and on time.
Absolutely. It connects seamlessly with Google Calendar, Outlook, and your LEADSORBIT CRM for real time syncing.
Yes it scales effortlessly from single location setups to multi branch franchises with custom workflows.
Our team is here to help you implement Workflow AI successfully. Get personalized guidance and support.
24/7 AI Support
Instant answers anytime
Why pay more for multiple platforms? LEADSORBIT gives you everything AI automation, lead capture, reviews, messaging, and scheduling in one powerful CRM built for growing businesses like yours.
LEADSORBIT is more than just a CRM it's your 24/7 growth partner. Capture leads, convert customers, and retain clients effortlessly, all in one place.
