CRM workflow automation that removes follow-up chasing
Build the rules once: who gets which lead, when a manager hears about a stuck deal, which reminder goes out tomorrow. SkleUp runs them, and its AI tells you where to focus.
Automate lead assignment, routing, scoring, escalations and reminders with a visual workflow builder, plus AI summaries and a sales copilot.
Rules and workflows
Visual where it helps, simple where it does not.
- Workflow canvas builder for multi-step automations
- Assignment and routing rules, including territory-based routing
- Scoring rules to rank leads
- Case escalation rules with timing and manager alerts
- Reusable actions shared across workflows
Notifications and schedules
The right nudge on the right channel.
- Notification engine with push rules, a queue and delivery logs
- Reminder templates and follow-up timing in Schedules
- In-app, email, SMS and push reminders on tasks
- Motivator: leaderboards, targets and gamified sales nudges
AI where it saves time
Practical, not decorative.
- AI Focus view on the dashboard
- AI summary of the sales pipeline and a sales copilot
- Generate AI templates for CRM messages and documents
Workflow automation & AI: common questions
Can SkleUp assign leads automatically?
Yes. Assignment and routing rules distribute new leads by rules you set, such as source, territory or round robin.
What does the AI in SkleUp do?
It summarises the pipeline, highlights where to focus on the dashboard, answers questions through the sales copilot and drafts templates.
Works together with
Lead management
Capture every enquiry, route it to the right person and keep the board clean.
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Sales pipeline & proposals
Take a qualified lead through catalog, proposal and approval to a won deal.
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Channels & integrations
Email, telephony, WhatsApp, SMS, web forms, Meta ads and booking links.
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Services that work with workflow automation & ai
See your own process running in SkleUp
Book a 30-minute demo. We set up a workspace with your stages, show the parts that matter to your team and send a quote. New customers get their first 50 hours of customisation free.