CRM Reminder Workflow

This time-based automation is perfect for making sure no deal goes stale. When a lead reaches a specific pipeline stage, the workflow triggers timed reminders for your team or emails to the client.

You can configure the workflow for 1-week, 2-week, and 1-month follow-ups, with built-in logic to stop if the lead responds or moves forward.

Works with most CRMs that support workflows or Zapier-style integrations. We provide full setup instructions, email copy samples, and usage scenarios.

This is one of the most effective “set-and-forget” automations to keep your pipeline warm and active.