100+ Workflows, Automations, Forms, Pipelines anWided More!

Automated Leverage!

Workflows and Processes

Automated leverage

100+ Workflow automation actions


Schedule A Call Back Button

Automated Review Requests

Email Opt-In

Lead Sequence, And So Much More…

Holiday & Birthday Promos

Lost/Inactive Client WorkflowsNo-Show Workflows

Follow-Up Workflows

Appointment Reminders

Email & SMS Templates

Funnels & Form Automations

Fill your pipeline!

7+ Marketing Funnels

11+ Forms

Request A Call Back sequence

Schedule An Appointments

4 Different Lead Magnet Templates

Checkout pages

Purchase email workflows

Abandon cart nurture sequence

Invoice reminders and tracking

Refund and cancellation management

Pipeline and Sales Processes

Less time, more revenue!

Automation Sales Pipeline

Easy to manage pipelines & fully automated Pipelines for appointment requests

Lead opt-ins pipelines

Cancellation/No show pipelines

Organized note taking on leads

After meeting follow up

Nurture your Audience & Leads

Email and Text Processes

52 Weekly Nurture SMS Messages

12 Monthly Nurture Emails

2 Beautifully Designed Holiday Promo Emails

Birthday promo campaign

Advanced review requests

Referral marketing campaign

SMS Marketing Promo Offer Workflow

Database re-activation

Reduce No-Shows, Increase Sales

Appointment Processes

Easy online appointment booking

Appointment confirmations & reminders

No show, cancellation & reschedule sequence

Allow clients to schedule appointments online

Pre-built appointment confirmation workflow

Appointment reminders to drastically reduce no shows

Custom Values, Tags & Triggers

Keep it orgranized

List of 20+ tags for segmenting your contacts

100+ triggers to automate any event

40+ Custom Values To Easily Install & Implement Your Snapshot

Advanced missed call text back

Coffee CRM Automation replaces the core functionality

(and costs!) of all these softwares and more:

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