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Automation

Follow-up that runs whether or not you remember

Broadcasts, drip sequences and reusable templates across WhatsApp and email — so every lead gets worked, on time, without anyone chasing a spreadsheet.

Workflow builder
New lead capturedtrigger
Send WhatsApp welcometemplate · instant
Wait 1 day, then emaildrip step 2
No reply? AI callbranch
Drip sequences
Segment broadcasts
Reusable templates
AI reply suggestions

Leads go cold in the gaps

Most leads don't say no — they just never hear back a second time. Manual follow-up is the first thing to slip on a busy day. Automation makes the follow-up happen anyway.

Why Convrly

Set it once — it runs forever, with no add-on fee

Automation here isn't a bolt-on you rent separately. It's wired into the same CRM your conversations live in, so a sequence you build once keeps working on every new lead, day and night — with no monthly 'automation module' charge stacked on top.

Capabilities in depth

What you can do with Marketing Automation

Drip sequences across channels

Build multi-step journeys that mix WhatsApp and email, with waits and conditions between steps. They fire automatically when a lead comes in, gets tagged, or books a call.

  • Multi-step WhatsApp + email flows
  • Time delays and wait steps
  • Trigger on lead, tag, booking or payment
  • Auto-stop when a lead converts

Broadcasts to exactly the right people

Send a one-off message to a precise slice of your list — by tag, source, stage or behaviour — and see who opened, clicked and replied.

  • Segment by any contact data
  • WhatsApp & email broadcasts
  • Open, click & reply tracking
  • Schedule for the best send time

AI reply suggestions, on your terms

Speed up responses with AI-drafted replies that match your tone. Off by default and kill-switched — the AI drafts, your team approves and sends.

  • On-brand draft replies in a click
  • Off by default, fully optional
  • A human approves before anything sends
  • Gets sharper on your common answers
Marketing Automation in action

Follow-up that never forgets

A busy agency

A new lead triggers a sequence: instant WhatsApp welcome, an email the next day, and — if there's still no reply — an AI call on day three. The agency's team does nothing manual, yet every lead is worked five times before anyone writes it off.

  • A sequence built once runs on every lead
  • WhatsApp + email + AI call in one flow
  • Leads worked consistently, not when remembered
  • Auto-stops the moment a lead converts
Workflow builder
New lead capturedtrigger
Send WhatsApp welcometemplate · instant
Wait 1 day, then emaildrip step 2
No reply? AI callbranch
How it works

Three steps, start to close

01 — Build

Build

Create sequences and templates once for each scenario you sell into.

02 — Trigger

Trigger

New leads, bookings and tags kick off the right sequence automatically.

03 — Measure

Measure

Track opens, replies and conversions and refine what's working.

Everything included

In the box

All of this ships as part of the platform — no add-on tiers, no per-feature upsell.

Automation

Drip sequences

Multi-step WhatsApp and email flows triggered by behaviour.

Automation

Segment broadcasts

One-off sends to precise slices of your list.

Automation

Reusable templates

A library of messages ready for every scenario.

Automation

AI reply suggestions

Draft on-brand replies in a click, kill-switched and off by default.

Automation

Cross-channel

WhatsApp and email working from the same contact record.

Automation

Campaign analytics

See what converts and where leads drop off.

Questions

Marketing Automation — FAQ

No — it's part of the platform. Cloud Growth and above include full automation; self-hosted includes everything.

Yes. A single sequence can send WhatsApp and email steps, with waits and branching in between.

Only if you allow it. AI reply suggestions are off by default and need human approval — the AI never sends unsupervised.

Works with

Better together

Launching soon

Own your pipeline. Pay once.

Book a demo and we'll show you the full platform — CRM, automation and AI calling — on one instance. No subscription pitch.