Your sales playbook, automated.
If a 99acres lead hits inventory, route to the closest broker. If a deal stalls 7 days, ping the manager. If site visit ends, schedule the follow-up call. Build it in 60 seconds.
Shipped in sf_p315 + sf_p316. 14-day free trial, no card.
Trigger → condition → action — that's it
No code, no Zapier subscription, no glue. Pick a trigger that already exists in SaudaFlow, add the conditions that matter, choose the action. The engine runs server-side and is rate-limited per tenant.
- Triggers: lead created, stage changed, message in, call ended, doc viewed, day-passes
- Conditions: any field, any comparator, AND/OR groups
- Actions: assign, notify, message, create task, escalate, sync, calculate
- Dry-run mode before you arm it
Lead routing that knows your team
Route incoming leads by territory, language, load, conversion track record. Round-robin with skip-busy, weighted by close rate, or spillover when a broker is over-capacity.
- Territory + language + load + history
- Round-robin / weighted / spillover
- After-hours queue with morning fan-out
- Pause routing per broker without losing the queue
Follow-up cadence — finally enforced
New lead → 2-minute first call. No answer → WhatsApp template at +1h. Still cold → email at +24h. Cold for 7 days → manager escalation. SaudaFlow does it, not the rep.
- Multi-channel cadence: call, WhatsApp, email, SMS
- Skip if reply, skip if interested, skip if booked
- Per-source playbooks (99acres vs MagicBricks vs walk-in)
- A/B test message variants and measure reply rate
Notifications that earn the buzz
No notification spam. Each rule chooses the right channel for the moment — push for urgency, email for digestible, WhatsApp for client-facing, Slack for ops.
- Quiet hours per user
- Severity-based channel selection
- Snooze per rule per device
- Manager digest replaces 30 raw pings
Templates from real Indian playbooks
Start from a template proven on real builders and brokers. Add what is unique to you. Templates are versioned so you can roll back if a tweak hurts conversion.
- Builder pre-launch ramp
- Channel partner activation
- Site-visit close loop
- Possession handover with NOC
Test before you ship — every rule
Run a workflow on the last 50 matching events to see what it would have done. The replay surfaces double-trigger bugs, infinite loops, and misfires before they hit a customer.
- Historical replay with diff
- Step-through debugger on a single run
- Per-rule audit log with input + output
- Disable rule with one tap from any alert
Workflow rule definitions are tenant-encrypted. The engine evaluates them on tenant-controlled keys — SaudaFlow staff cannot read what your rules do or which leads they match. Action payloads (WhatsApp body, email body) decrypt only inside the per-tick PLAINTEXT_WINDOW and re-encrypt before any log write.
See it for yourself.
14 days, full features, no card. Your keys, your data, your CRM.