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Transform Your Business with Smart Automations and Seamless Workflows

Empower efficiency and innovation in every interaction - where your CRM does the work, so you don't have to.

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Peddyl CRM's automation interface showcasing steps for creating opportunities, sending welcome emails, and SMS

Effortless Automation to Propel Your Business Forward

The future of business growth is with Peddyl CRM—where your CRM tirelessly automates the ordinary, freeing you to ignite sales and foster deep connections. Simplify your success; from follow-ups to full-scale campaigns, let no opportunity go unnoticed.

Why You'll Love Our Automations and Workflows

✔︎ Lead Nurturing on Auto-Pilot: Automatically send personalized emails, SMS, and reminders to your leads based on their interactions with your business, keeping them engaged and moving smoothly through the sales funnel.

✔︎ Smart Task Assignment: Streamline your team's workflow by automatically assigning tasks and leads to the right team members based on custom rules, ensuring prompt and personalized customer interactions.

✔︎ Custom Trigger Actions: Set up triggers for any customer action, from website visits to form submissions, and let the system automatically respond with the most relevant action, enhancing customer experience and engagement

Workflow Management: Your Pathway to Seamless Operations

With Peddyl CRM’s Workflow Management, you’re not just organizing tasks; you’re crafting a seamless operational symphony. Our intuitive drag-and-drop interface allows you to visualize and design workflows that mirror your business processes, making it easier than ever to manage complex sequences of tasks and actions.

Maximize Productivity with Streamlined Automations and Intuitive Workflows

Peddyl CRM's efficient workflow with triggers, opportunity creation, email outreach, and timed SMS follow-up, streamlining client engagement from start to finish.

Empower Your Business with Advanced Integrations

Visualize Success

Our drag-and-drop tool not only simplifies workflow creation but also helps you visualize the entire customer journey, enabling you to make strategic decisions that enhance customer satisfaction and loyalty.

Automated Efficiency

Reduce manual work by automating workflows for sales, marketing, and customer service processes, ensuring consistent and timely interactions with your clients.

Customizable for Your Unique Needs

Every business is unique, and our workflows are designed to be fully customizable, allowing you to tailor processes that fit your specific business requirements and goals.

Transform Your Business Today

Save hours every day with Peddyl CRM's Automations and Workflows, integrating everything from email to accounting, minimizing manual work.

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Discover the difference with Peddyl CRM

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Contact Management

Effortlessly organize and nurture your relationships with advanced Contact Management. Streamline communication, track interactions, and ensure personalized engagement for every client, all in one centralized hub.

Multi-Channel Inbox

Stay on top of every conversation across various channels with a Multi-Channel Centralized Inbox. Effortlessly manage emails, messages, and inquiries from one unified platform, ensuring no communication slips through the cracks.

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Pipelines & Opportunities

Visualize and optimize your sales journey with an intuitive Pipelines & Opportunities feature. From lead acquisition to successful deals, map out your path to success and convert prospects into long-term clients with ease.

Automations & Workflows

Boost efficiency and eliminate manual tasks with Process Automations & Workflows. Design and implement automated processes that streamline your operations, saving time and ensuring consistency in every action.

Peddyl CRM Feature: Automations and Workflows

Social Media Planner & Integrations

Elevate your social media presence and engagement with a Social Media Planner & Integrations. Plan, schedule, and analyze your social media campaigns seamlessly, all integrated into your CRM for a cohesive marketing strategy.

Peddyl CRM Feature: Social Media Planner

Reputation Management

Safeguard and enhance your brand's reputation effortlessly with Reputation Management tools. Monitor online reviews, address feedback, and proactively manage your online image to build trust and credibility.

Peddyl CRM Feature: Reputation Management

Integrated Calendars

Stay organized and on schedule with Integrated Calendars. Sync your appointments, meetings, and tasks in one place, ensuring you never miss a beat in managing your time and commitments.

Omni-Channel Marketing

Unleash the power of Omni-Channel Marketing. Reach your audience wherever they are with coordinated campaigns across multiple channels, creating a unified and impactful brand presence.


Enhance the capabilities of your CRM by seamlessly integrating with your favorite tools and platforms. Connect, collaborate, and streamline your workflow with a wide array of integrations designed to fit your unique business needs.

Peddyl CRM Integrations Features

Mobile App

Take your business on the go with a Mobile App. Stay connected, manage leads, and access critical information anytime, anywhere, ensuring you're always in control of your business, even from the palm of your hand.