Sales & Marketing Automation

Capture More Leads and Boost Conversions with Smart Automation in TechoCRM

Automate your sales and marketing processes to engage leads, send timely follow-ups, and drive conversions effortlessly. With TechoCRM, you save time, reduce manual tasks, and focus on building stronger customer relationships.

 

Seamless Automation for Smarter Business Growth

TechoCRM’s advanced sales and marketing automation provides your team with complete visibility and control from the moment a lead enters the funnel.
Automated workflows, real-time lead tracking, and targeted campaign triggers ensure consistent engagement, reduced manual effort, and improved conversion rates empowering your team to operate with precision and efficiency.

Introduction to Workflow Automation

Explore Our Automation Templates

Custom Workflow Automation

TechoCRM comes equipped with plug-and-play automations that activate the moment your leads interact. Automatically send emails, SMS, ringless voicemails, and more when someone submits a form, books an appointment, or texts a specific keyword. With dynamic workflows at your fingertips, the possibilities for automation are virtually limitless.

Our AI Powered Tools

Everything small businesses need, in one place so you can consistently convert more clients and grow your business.

CRM

All your client information, accessible on all your devices

EMAIL

Send email blasts, newsletters and reach your lead’s inboxes

WORKFLOWS

Automate your marketing and sales operations in one click.

TEXTING

Enjoy two way texting and high open rates with our communication inbox.

CALENDARS

Build unlimited calendars for yourself and your team.

COURSE BUILDER

Host courses, memberships, and digital products in one place.

Our AI Powered Tools

Everything small businesses need, in one place so you can consistently convert more clients and grow your business.

CRM

All your client information, accessible on all your devices

EMAIL

Send email blasts, newsletters and reach your lead’s inboxes

WORKFLOWS

Automate your marketing and sales operations in one click.

TEXTING

Enjoy two way texting and high open rates with our communication inbox.

CALENDARS

Build unlimited calendars for yourself and your team.

COURSE BUILDER

Host courses, memberships, and digital products in one place.

Run Your Business from Anywhere

Stay connected, close deals, and manage clients on the go with the TechoCRM Mobile App.
Your entire CRM—right in your pocket.

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