Act 5 · Optimize & Grow — automate the busywork
Sales & CRM automation: when this happens, do that.
A no-code visual workflow builder that fires across every stage — 20+ triggers, conditions and branches, real Claude AI steps, signed webhooks, and a run history behind every run. The busywork runs itself, and you can prove exactly what it did.
The short version
What is CRM automation?
CRM automation runs “when this happens, do that” rules across your CRM, so repetitive steps happen without anyone doing them by hand. KudosCRM does it with a real trigger → condition → action engine and a no-code visual builder — the same engine for sales automation and operations, firing across every stage of the journey, with a run history behind every run so you can prove what it did.
The problem
The busywork eats the day, and things slip when people are busy.
The busywork — follow-ups, hand-offs, updates — eats the day, and things slip when people are busy. And the “automation” you bolt on is usually a brittle macro or a Zap nobody can debug — so when a follow-up doesn't fire, no one can say why.
- Follow-ups that wait on someone remembering
- Hand-offs that drop between sales, delivery, and support
- Automations you can't see inside when they go wrong
How KudosCRM handles it
One engine, every stage — and a trace behind every run.
Build no-code workflows that fire across every stage: when this happens, do that. 20+ triggers, 17+ actions (incl. real Claude AI steps), conditions and branches, with full run history behind every run. It fires across sales, delivery, and growth on the same spine, real Claude AI steps live inside a flow, and every run is logged node by node — so you can retry from the exact step that failed instead of guessing.
The automation system
Build the flow, fire it across every stage, prove it ran.
A real engine — not a macro: triggers, conditions, branches, actions, AI steps, and signed webhooks, all with a run history you can trust.
A visual flow builder
Lay out a workflow as a flow you can read top to bottom — trigger, conditions, branches, and actions as node cards, edited in a side drawer. No code, no DSL, no YAML. Start from a blank flow or one of 16 one-click templates.
WorkflowsTriggers across every stage
Fire on a deal moving stage, a form submission, a quote viewed or accepted, a meeting booked, an order placed, a project's health degrading — 20+ events from across sales, delivery, and growth, on one event grammar.
TriggersConditions & branches
Narrow with AND/OR condition groups (nested, 13 operators), split the path with N-way branches and an else, and give any action an on-failure recovery branch — so a flow does the right thing, not just the happy path.
Conditional logicAI steps, powered by Claude
Drop a real AI action into a flow — summarize a record, draft an email, classify free text, or suggest the next best action. These call Claude over your actual data (with usage logged), then you can branch on the result.
Kudos AIConnect your whole stack
Call any URL with a signed outbound webhook, subscribe a URL to CRM events, receive signed inbound webhooks, and issue scoped API tokens — so KudosCRM drives the rest of the tools you run, securely.
API & webhooksRun history you can trust
Every run is traced node by node — what fired, what matched, what each step did, how long it took. Retry a failed run from the step that failed, with idempotency keys so an action never double-fires.
Run historyThe difference
Automation you can see inside — not a black box.
Most tools let you build a rule. The hard part is trusting it: knowing it fired, seeing why it didn't, and fixing it without breaking everything downstream.
Every run, traced
A persisted run record plus a per-node trace — outcome, duration, output, and errors for each step — so when something fires (or doesn't), you can see exactly why, and retry from the failed step.
Safe by design
Idempotency keys stop double-fires, loop and rate guards stop runaways, and outbound webhooks are HMAC-signed and SSRF-guarded. Editing a live workflow runs against a snapshot taken at fire time.
AI that's actually wired in
The AI steps aren't a label — they call Claude over your real records, with quota guards and a usage log. Grounded automation, not a demo button.
What's actually in the box
Everything Automation gives you.
Live today, unless marked Soon — capabilities we're building, shown honestly rather than faked.
The builder
No-code visual flow builder — trigger → conditions → branches → actions
16 one-click templates to start from
Dry-run / simulate a flow before you turn it on
Edit while live — runs execute against a snapshot taken at fire time
Per-action on-failure recovery branch
Triggers (20+, across every stage)
Deals — created, updated, stage moved, won, lost
Contacts & leads — created, updated, stage changed
Forms — submitted
Meetings — booked, completed, no-show, cancelled
Quotes — sent, viewed, accepted, approved, expired
Orders — placed · Invoices — created
Projects — created, status changed, milestone done, health degraded
Campaigns — launched, clicked · Partners — lead registered/approved
Scheduled (cron) & manual run-now triggers Soon
Actions (17+)
Send email · create task · update a field · add a tag
Move deal stage · assign owner (round-robin / territory routing)
Enroll in a sequence
Create a delivery project + add project tasks
Post to Slack
Call a signed outbound webhook
Wait / delay to pace a flow
Branch on a value (N-way + else)
AI steps — summarize, draft email, classify, next-best-action (Claude)
SMS & WhatsApp actions Soon
Create quote / create deal / route ticket / apply macro Soon
Subflows (a workflow that calls a workflow) Soon
Charge a payment (Stripe) Soon
Reliability & run history
Every run traced node-by-node — outcome, duration, output & errors
Retry a failed run from the step that failed
Idempotency keys — an action never double-fires
Loop depth cap + per-workflow rate limit (runaway guards)
Edit-while-live versioning
Connect your stack
Outbound webhooks — GET/POST/PUT/PATCH/DELETE, HMAC-signed
SSRF-guarded — internal addresses blocked, redirects not followed
Event subscriptions — subscribe a URL to CRM events, signed deliveries
Inbound webhooks — signed receivers (SendGrid, Slack & more)
API tokens — scoped, revocable, only the hash stored
See it in the product
From a template to a traced run.
Start from a template, or a blank flow
Install one of 14 one-click templates as a draft, or start blank — then pick the trigger that kicks it off: a deal moves stage, a form comes in, a quote is accepted.
Add conditions, branches, and actions
Build the flow as readable node cards — narrow with AND/OR conditions, split with branches, then chain actions: create a task, send an email, post to Slack, call a webhook, or run an AI step.
Watch every run, trace every step
Once it's live it runs silently — and every run is logged with a node-by-node trace, so you can see what fired and retry from the exact step that failed.
Go deeper
Related features
FAQ
CRM & sales automation, answered
Automate the busywork
Put the follow-ups, hand-offs, and updates on autopilot — and prove they ran.
Start free. Bring your whole team. Cancel whenever (you won't).