CRM Automation, SLA Management, and Team Digests
Postly CRM Advanced helps teams apply the same follow-up process to every customer conversation. Automation rules can respond to lifecycle events while service-level policies expose work that is waiting too long.
CRM automation triggers and actions
Rules can run when a contact is created or qualified, a pipeline stage changes, a task becomes overdue, or an SLA target is breached. A rule can then create a follow-up task, change a stage, add a tag, or assign an owner.
Good starter automations include:
- Create a high-priority follow-up when a contact becomes qualified.
- Move qualified contacts into the Qualified stage.
- Add an urgent tag when an SLA target is missed.
- Assign new opportunities to the team member responsible for that customer segment.
Each automation is recorded in the customer activity timeline. Rules are also deduplicated against the same lifecycle event, preventing repeated reads from creating duplicate tasks.
SLA management
The workspace SLA policy controls three practical targets:
- First response: how long a new opportunity can wait before the first team reply.
- Follow-up: how long an active opportunity can go without a new action.
- Stale opportunity: when an open opportunity should be highlighted for review.
SLA evaluation produces timeline events and dashboard counts. Those events can also trigger automation rules, making it possible to create an escalation task automatically.
Daily workspace digest
Advanced workspaces can select a delivery hour and choose whether daily summaries include SLA risk and revenue. The digest summarizes open tasks, overdue and due-today work, stale opportunities, SLA breaches, open pipeline value, and won revenue.