Put Your Business on Autopilot
Our visual workflow builder lets you automate repetitive tasks, complex processes, and customer communications. Free up your team to focus on what truly matters: building relationships.
Visual Builder
Design Workflows, No Code Required
If you can draw a flowchart, you can build a powerful automation in Radley CRM.
Trigger
When a Deal Stage is updated to “Won”
Action
Create Task: “Start Onboarding Project” for Deal Owner
Action
Send Email: “Welcome Aboard!” to Contact
Action
Send Slack Notification to #wins channel
The Building Blocks of Efficiency
Combine our powerful automation tools to build any workflow your business needs. Your imagination is the only limit.
Powerful Triggers
Initiate workflows from any event—a record is created or updated, a form is submitted, a deal stage changes, and more.
Advanced Conditions
Create intelligent paths with if/then branches and multi-condition logic to ensure automations run with perfect precision.
Automated Actions
Update records, assign tasks to team members, send notifications, and create new records in any module automatically.
Personalized Email Sequences
Build lead nurturing and customer onboarding campaigns that send the right email at the right time, based on user behavior.
Time-Based Workflows
Schedule actions for the future. Add intelligent delays or trigger automations to run at specific dates and times.
Webhooks & API Calls
Extend your automation to other systems by sending and receiving data from any third-party application with webhooks.