Automate your workflow, cut the legwork
Salespeople spend too much time on manual tasks that get in the way of closing deals. OptiKratos sales automation eliminates repetitive work, so you can focus on what matters most: building relationships and closing deals.
- 14-day free trial, no credit card required
- Trusted by over 100,000 companies
- 500+ integrations to boost workflows
- Built-in AI to close deals faster
- GDPR compliant and secure
Full access. No credit card required. Used by over 100,000 companies.
Rated 4.5+ by 100,000+ companies in 179 countries
Powerful sales automation features
Automate just about any step of your sales process for your entire team
Workflow automation
Create custom workflows to automate your entire sales process
Email automation
Automate email sequences and follow-ups based on triggers
Task automation
Automatically create and assign tasks based on deal stages
Notification automation
Get notified when important events occur in your pipeline
Set triggers and let automation do the work
Sales automation in OptiKratos allows you to automate just about any step of your sales process. Set triggers based on deal stages, contact actions, time-based events, or custom conditions.
When a trigger is activated, OptiKratos automatically executes the actions you've defined. This means you can auto-nurture leads, send follow-up emails, create tasks, update deal values, assign leads to team members, and much more—all without manual intervention.
Automation capabilities:
- Email sequences
- Task creation
- Deal stage transitions
- Lead assignment
- Data updates
- Notifications
Benefits of sales automation
Save hours on repetitive tasks
Never miss a follow-up
Ensure consistency across your team
Focus on high-value activities
Improve response times
Scale your sales process