Platform
Workflow Automation
Automate the repetitive steps: assign new leads, notify the right people, act on call outcomes and payments.
What you get
- Triggers on new leads, status changes, calls and payments
- Conditions on any lead field
- Assign leads and notify assignees or managers
See your team’s calling day in VM CRM
A 30-minute walkthrough with your own lead file — import, distribute, call and report.