Sales Automation

    Automate Your Entire Sales Process

    Save 3+ hours daily with powerful automation that handles lead import, assignment, follow-ups and everything in between—all from your mobile!

    3Sigma Mobile App

    Say Goodbye to Manual Sales Tasks

    Lead data entry and importing
    Assigning leads to team members
    Remembering to follow up with prospects
    Tracking who called which lead
    Updating lead status in spreadsheets
    Updating client information manually

    Key Automation Features

    Auto Lead Import

    Automatically import leads from Facebook, IndiaMART, website forms, and more—zero manual entry required.

    Lead Assignment

    Auto-assign leads to team members based on various rules like location, source, or round-robin distribution.

    Follow-up Reminders

    Automatic reminders for pending follow-ups so your team never misses an opportunity again.

    WhatsApp Automation

    Schedule and send automated WhatsApp messages for lead nurturing and engagement.

    Action Plans

    Create templated action plans that automatically roll out for different lead types.

    Auto Lead Sorting

    Automatically organize leads into lists based on status changes and engagement levels.

    How Automation Works

    1

    Set Up Lead Sources

    Connect your lead forms, IndiaMART account, Facebook ads, or other lead sources to 3Sigma CRM.

    2

    Create Assignment Rules

    Set rules for how leads should be distributed among your team members.

    3

    Design Follow-Up Sequences

    Create templated follow-up sequences with timing for calls, WhatsApp messages, and meetings.

    4

    Activate & Monitor

    Turn on the automation and monitor performance in real-time from your dashboard.

    What Our Customers Say

    "The automation saved us 20+ hours weekly on lead management tasks!"

    — Real Estate Agency Owner

    "Lead assignments happen instantly now. No more manual distribution!"

    — Education Consulting Team Lead

    "Our follow-up rate increased 70% with the automated reminders."

    — B2B Sales Manager

    Perfect For These Industries

    Real Estate

    Education

    Telecalling

    Manufacturing

    Digital Marketing

    Ready to Automate Your Sales Process?

    Start saving time and closing more deals with 3Sigma CRM's powerful automation.

    Join 20,000+ businesses already growing with 3Sigma CRM