Free business workflow automation for sales, billing and HR
Frostwood CRM’s workflow builder lets you set rules — when something happens, check these conditions, then take these actions — across leads, contacts, activities and quotes. Combined with the automation already built into payments and HR, your team spends less time on follow-up admin and more time with customers.
- Triggers on leads, contacts, activities and quotes
- Emails, record updates, tags, notes and webhooks
- Built-in automation for payments, leave and approvals
Free to use · Every feature included · No credit card required · See all features
CRM automation that does the follow-up
Rules without code
Choose a trigger — a lead is created, a quote is updated — add conditions and pick the actions to run. Everything is built from menus.
Consistent follow-up
Automatically email the customer or the deal owner, add a note to the timeline or tag a record in your sales CRM, so nothing depends on someone remembering.
Connect your other tools
Trigger a webhook to send a record’s data to another system whenever it changes.
Automation that is already on
M-Pesa payments reconcile themselves, payment confirmations with statements go out automatically, leave balances accrue nightly and overdue HR approvals escalate — with no setup.
How a workflow works
- 1
Pick a trigger
Choose the record and event that starts the workflow.
- 2
Add conditions
Narrow it down — for example, only leads from your website form.
- 3
Choose actions
Send emails, update fields, add tags or notes, or call a webhook.
- 4
Let it run
The workflow runs every time the trigger fires, around the clock.
Triggers and actions
Triggers
- Lead created, updated or deleted
- Contact created, updated or deleted
- Activity created, updated or deleted
- Quote created, updated or deleted
Actions
- Email the contact, owner or participants
- Update lead, contact or quote fields
- Add tags
- Add a note to the timeline
- Trigger a webhook
Built in
- M-Pesa payment reconciliation
- Payment confirmations with statements
- Leave accrual and carry-over
- Approval escalations
Frequently asked questions
Do I need technical skills to build workflows?
No. Workflows are built from menus: a trigger, optional conditions and one or more actions.
Can workflows send data to other apps?
Yes. The webhook action sends the record’s data to any URL you choose, so you can connect Frostwood to other systems.
Are workflows included?
Yes. Custom workflows are included, free, alongside built-in automation such as M-Pesa reconciliation and payment confirmations.
Use Frostwood CRM free
Every feature is free for your business, with no credit card required. Set up your workspace in minutes, or let us walk you through it on a live demo.