Follow-up sequences
Use CRM sequences and campaign steps against contacts already in the pipeline.
Solution
Sales automation for pipeline follow-up and handoffs
Automate repetitive sales work on the same deals and contacts used for forecasting and support. The workflow engine, pipeline, and sequences are the product surfaces behind this use case.
What this solution covers
Call and task prompts
Create tasks and reminders as deals move stages, instead of tracking them outside the CRM.
Workflow handoffs
Trigger tasks, notifications, and field updates from pipeline events with conditions and delays.
Meeting follow-through
Keep meeting-related work on the same deal and contact record the rest of the team uses.
Attention alerts
Notify owners when a deal or contact needs a response, using CRM activity rather than a side list.
Repeatable sales process
Encode the steps your team already runs so new deals follow the same path.
Frequently asked questions
Who is sales automation for?
It is for sales teams that want follow-up and handoffs automated on Mizu CRM deals and contacts, without a separate sales-engagement database.
How is this different from workflow automation?
This page is the sales use case. Workflow automation is the product engine (triggers, conditions, delays, actions) that can also serve marketing and support.