Workflow Automation

Take the guess work out of lead conversion

How soon after sales engagement do you follow up with prospects? Workflow automation lets you answer that question down to the second. With Convoso’s workflow automation, you can customize your approach to leads using behavior-based rules, perfectly timed text messages, emails, calls, or other methods of communicating with your prospects.

Perfect Response

Reach more leads faster and skyrocket your sales team's revenue

Learn how you can 3x contact rates

Book a demo

Sales Funnel

Let the sales funnel do the work

Whether you have a hundred — or a million — leads, you can consistently follow up according to a predefined schedule that automatically goes into motion when leads drop or certain criteria are met. Eliminate missed opportunities that result from inefficient processes and lost time. Replace manual, time-consuming tasks with a sophisticated process that helps move prospects through the sales funnel.

Powerful and Easy To Use

Our cloud-based software gives you the most advanced dialer solution for sales and lead generation teams. With an intuitive interface and award winning customer support, it’s easy to get agents onboarded and working productively.
Find out how you can
dramatically boost ROI
for your company.

Engineer perfect sales engagement

Once you set the rules, Convoso’s workflow automation follows them, every time. Customize the system to meet your needs, whether that’s sending an email 2 minutes after an agent is unable to connect by phone or automatically generating a call when a prospect opens an email.

Customize Channels

Customize next steps and optimize communication channels

Schedule Workflows

Create predefined schedules that determine workflows

Define Events

Define unlimited events that trigger action

Streamline Sales

Combine with other Convoso products to streamline sales processes

Smart events put your plan in motion

No two paths to purchase are the same, so Convoso’s workflow automation gives you the flexibility to respond to leads in different ways based on predefined Smart Events. Smart Events can include anything from lead status to call counts. Trigger an action off of any disposition, call count, lead status, or lead engagement. You can also use any pre-existing lead field in your database, such as location, company size, or current vendor. If you have the data, workflow automation lets you capitalize on it.

Lead Status • Call Counts
Lead Engagement • Location
Company Size • Current Vendor
Pick Smart Events
Smart Trigger

Take action with smart triggers

Once you define events vital to lead conversion, you can streamline and revolutionize your sales process with any combination of Smart Triggers. In response to Smart Events, workflow automation automatically takes action with Smart Triggers such as call backs, email, SMS, voice broadcast, or smart voicemail drop. Smart Triggers can also include internal processes like status changes, an integration push, or updating fields.

Call Backs • Email • Integration Push
SMS • Voice Broadcast
Status Changes • Updating Fields

Why Convoso?

White Glove Customer Care

Award winning support team to get the most out of the Convoso solution

More Connections

Boost contact rates by up to 3x through innovative technology

Avoiding Spam Likely

Fully manage caller ID reputation with a comprehensive set of tools and services


Make more money with fewer leads


Powerful and secure cloud-based solutions with maximized up-time

Powerful Reporting

Drive better outcomes and improve efficiency with real time and historical analytics

Our Solutions

chat bubble-purple

Have more questions?

Learn more about Convoso and our industry-leading contact center platform today.

Sign up for a demo of our product today, or call us for more information at: 1 (888) 512-2143

mofu script info



more sales

with Convoso