Pipeline Automation · by Kima
Your pipeline.
Moving itself.
109 automations. Zero setup.
WorkflowCRM handles follow-ups, reminders, and deal stage transitions automatically — so you stay in the conversation, not the admin.
What it does
Built around how brokerages actually work.
Pipeline that moves itself
Deal stages advance automatically based on activity — document uploads, call completions, lender responses. No manual dragging.
Follow-ups on autopilot
Welcome emails, 3-day reminders, lender package notifications — triggered the moment a deal enters a new stage.
Branded client comms
Every automated message carries your brokerage's name, tone, and contact details. Clients experience your brand, not a CRM template.
Works with CallSmart
CallSmart captures the call. WorkflowCRM moves the deal. Together they close the loop from first conversation to funded file.
Be first in line.
WorkflowCRM is in development. Leave your email and we'll reach out when early access opens.
No spam. Just a heads-up when it's ready.