Workflows & Automations

Workflows That Do

The Busywork for You.

Automate the follow-ups and processes that pull you out of your sweet spot.

Every dropped task is lost time—or lost revenue. RevMax Workflows keep the routine moving: emails sent, calls logged, reminders triggered, customers nurtured. Your team gets time back to focus on strategy, sales, and growth.

Automate Every Step of the Journey

Never Miss a Follow-Up Again

Leads don’t wait around. With RevMax, emails, texts, calls, and reminders trigger automatically from clicks, form fills, or deal stages. Your funnel works 24/7 — even when your team’s offline.

Build Branching Logic That Matches Reality

Customers don’t all follow the same path. Design workflows with conditional branches, delays, and triggers tied to tags, actions, or custom fields — no developers required.

Plug Into Every Part of the Platform

Workflows connect natively with CRM, inbox, reviews, calendars, calls, and communities. No zaps, no bridges, no brittle hacks. Just one connected system.

Use AI to Move Faster

Skip the blank canvas. Draft workflows with built-in AI, or let AI agents run parts of your flows — from follow-ups to review requests.

Features at a Glance

  • Multi-Step Automations

  • Conditional Logic & Branching

  • Trigger-Based Sequences

  • AI Workflow Builder

  • Wait Steps, Delays, & Time Windows

  • Webhook & API Integration

  • Internal Notifications & Tasks

  • CRM, Email, SMS, Call Triggers

  • Pipeline Stage Automations

  • Lead Scoring & Tagging

  • Goal-Based Exit Conditions

  • A/B Split Testing

  • Review & Feedback Requests

  • Community & Membership Triggers

Built for RevOps, Not Just Marketers

Workflows aren’t just for marketers — every team wins. Automate the handoffs, follow-ups, and processes that keep revenue moving.

Automate everything from MQL → SQL → Closed

Auto-tag, triage, and escalate without delay

Run review flows, onboarding, and upsells

Your Growth Engine, on Autopilot

Ditch the duct tape and manual busywork. RevMax gives you the tools to automate at scale without scaling headcount.

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