Heavy Duty CRM lets you automate nearly every stage of the customer journey—from initial lead capture to post-job follow-ups. You can automate welcome messages, reminders, and review requests using Workflows, which are triggered by events such as form submissions, appointments booked, or new contacts added.
Automations can include time-based follow-ups, conditional logic (“if/else” steps), and task creation—so you can send an email after a form is submitted, then follow up with an SMS 24 hours later unless they book, for example.
You can also automate based on doc status (sent, viewed, signed), tag changes, or opportunity creation—allowing multi-faceted workflows like internal alerts or post-job triggers.
The system supports webhooks and third-party integrations, opening the door for complex automations—like forwarding lead info to external systems or responding to external triggers.
Put simply, if it’s repeatable and fits an event → action pattern, you can automate it—saving time and reducing manual work across your entire marketing and ops flow.
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