Sales automation software that works while your team sells
Sales automation software with workflows, assignment rules, lead scoring and multi-step sequences — trigger, condition, action, with no code required.
Sales automation software earns its keep on the work nobody should do by hand: deciding who gets a new lead, reminding someone when a follow-up is overdue, spotting the lead that just became worth a call. DigiPix Flow handles that work with rules you set up once, in plain steps, without code.
Workflows run as trigger, condition and action: when a record changes and the conditions match, the workflow assigns an owner, creates a task, sends an email or SMS, or logs an activity, and every execution is kept in its run history. Assignment rules share new leads out the moment they arrive — to one rep, round robin, weighted, or to whoever has the fewest open leads — with conditions on source, score, tags and segment, and a fallback so every lead gets an owner.
Lead scoring adds, subtracts or sets a score from the lead's source, the form it filled in, the details it gave and its tags, so hot leads surface in their own queue and the owner is alerted when a lead turns hot. Sequences keep warm leads engaged over email, WhatsApp and SMS, with waits you choose between steps, and they end when the lead genuinely replies rather than on an auto-reply.
Run history shows what each workflow did and when, so a manager can check that the rules do what they were meant to, and change them without waiting on anyone.
Automation works best when it grows with the team. Start with an assignment rule and an overdue-task alert, add scoring once you know which sources and forms convert, and bring in sequences for the leads that go quiet after the first conversation. Each rule can be changed as you learn.
Because rules run on the same records reps work in, automation needs no separate copy of your data and no sync to keep in step. A lead assigned by a rule, a task created by a workflow and a message sent by a sequence all show on the lead's timeline, like anything a person did.
Workflow builder
Set triggers, conditions and actions step by step — assign owners, create tasks, send email or SMS and log activity automatically.
- ✓Trigger → condition → action, with no code
- ✓Workflow executions with run history
- ✓Overdue escalation and manager alerts
Assignment rules
Route leads by source, score, tags or segment — to one rep, round robin, weighted or to whoever has the fewest open leads — as soon as they land.
- ✓Fixed, round-robin, weighted and least-loaded rules
- ✓Conditions on source, score, tags and segment
- ✓A fallback so every lead gets an owner
Lead scoring
Score leads on their source, the form they filled in, the details they gave and their tags — so hot prospects surface first and reps focus where it matters.
- ✓Rules that add, subtract or set a score
- ✓Hot lead queues and score-based routing
- ✓An alert to the owner when a lead turns hot
Sales sequences
Multi-step sequences over email, WhatsApp and SMS — so warm leads stay engaged, and the sequence ends when they genuinely reply.
- ✓Waits of the hours you set between steps
- ✓Email, WhatsApp and SMS steps in one sequence
- ✓Ends on a genuine reply, not on an auto-reply
Related integrations
Connect the channels and sources that power automation.
Frequently asked questions
What can sales automation do in a CRM?
Route new leads, create tasks, send follow-up messages and flag leads worth calling, using rules instead of manual checks. In DigiPix Flow that is workflows, assignment rules, lead scoring and sequences.
Do we need to write code?
No. Workflows are built step by step as a trigger, conditions and actions.
How are new leads assigned?
By assignment rules: to one rep, round robin, weighted towards the reps you choose, or to whoever has the fewest open leads, with conditions on source, score, tags and segment, and a fallback so no lead is left without an owner.
How does lead scoring work?
Rules add, subtract or set a score based on the lead's source, form, details and tags. High scores surface in a hot lead queue, can drive routing, and alert the lead's owner.
When does a sequence stop?
When the lead genuinely replies. Auto-replies do not end it, so an out-of-office message does not stop your follow-up.
Can a workflow alert a manager?
Yes. Workflows include overdue escalation and manager alerts, so when a task passes its due date or a record meets a condition you set, the right person hears about it without anyone checking a list.
Can we check what an automation did?
Yes. Every workflow execution is kept in its run history, so you can see when it ran and what it did, and adjust the rule if it behaved differently from what you intended.
Core automation features available from Professional plans and above.