Automation
Stop Chasing Leads. Let Your CRM Follow Up.
Build the journey once. Let Roth Biz CRM handle the repetitive steps — from first response to review request.
$99 one-time
Workflow Builder
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Sample workflow — illustrative data.
Capabilities
Everything Automation can do.
Workflows
Build automated sequences that run your business on autopilot.
Lead Follow-Up
Automatically nurture every new lead with timely messages.
Appointment Automation
Send confirmations and reminders without lifting a finger.
Review Automation
Request reviews automatically after jobs are completed.
Internal Notifications
Alert your team when important events happen.
Customer Nurturing
Keep customers engaged with ongoing automated sequences.
FAQ
Common questions.
Your Business. Reimagined.
Start your 14-day free trial and explore Automation today.