Sales Automation

Automate Your Sales Process

Automate lead assignment, follow-ups, and workflows to shorten your sales cycle and close deals faster. Focus on selling while VervioDesk handles the routine tasks.

Sales Automation Demo

See automated workflows in action

4:32

Play Demo

Sales Automation Engine

Automated sales workflows

LIVE

Intelligent Sales Automation

Automate lead assignment, follow-ups, and workflows to shorten your sales cycle and close deals faster while maintaining personalized customer experiences.

Intelligent Lead Assignment

Automatically assign leads to the right sales rep based on territory, expertise, workload, and performance metrics.

Smart Follow-up Sequences

Automated email, SMS, and WhatsApp follow-ups triggered by customer behavior, deal stage changes, and time-based rules.

Pipeline Stage Automation

Automatically move deals through pipeline stages, trigger stage-specific actions, and notify stakeholders of progress.

Automated Task Creation

Generate tasks, reminders, and action items automatically based on deal progress, customer interactions, and sales activities.

AI-Powered Lead Scoring

Automatically score and prioritize leads based on engagement, behavior, demographics, and conversion probability.

Automated Proposals

Generate professional quotes and proposals automatically from deal data with dynamic pricing and approval workflows.

Automated Sales Workflow

From lead capture to deal closure, every step is optimized with intelligent automation that accelerates your sales process.

1

Lead Capture

Automatically capture and score leads from all channels, assign to optimal sales rep based on intelligent routing rules.

2

Engagement Automation

Trigger personalized follow-up sequences via email, SMS, and WhatsApp based on lead behavior and preferences.

3

Deal Progression

Automatically advance deals through pipeline stages, create tasks, and notify team members when action is required.

4

Automated Closing

Generate proposals, contracts, and invoices automatically. Send for signature and process payments seamlessly.

Sales Automation Results

See the measurable impact of sales automation on team productivity, deal velocity, and revenue growth.

65%
Faster Sales Cycle
80%
Time Saved on Admin
40%
More Deals Closed
95%
Follow-up Consistency
Automation Success Stories

Sales Teams Save Hours Daily

Discover how sales professionals use VervioDesk's automation to eliminate manual work and focus on high-value selling activities.

3:56
Thomas Wilson

Thomas Wilson

Sales Director, ScaleUp Inc

5.0 rating

"Sales automation eliminated 80% of our manual tasks. Our team now focuses on relationships and closing deals instead of data entry and follow-up scheduling."

-80%
Manual Tasks
+55%
Sales Productivity
2:48
Amanda Foster

Amanda Foster

VP Sales, TechSolutions Pro

5.0 rating

"VervioDesk's sales automation increased our deal velocity by 65%. Automated lead scoring and follow-ups ensure we never miss an opportunity."

+65%
Deal Velocity
+35%
Close Rate

Ready to Automate Your Sales?

Join thousands of sales teams who use VervioDesk's automation to eliminate manual work and accelerate deal closure.