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9DollarCRM

Features / Automations

Included in Growth ($29/mo) and Pro ($79/mo)

The busywork does itself.

Runs the follow-ups, notifications, and updates without you touching them.

Workflows that fire on triggers you set - so following up, notifying, and updating happens automatically while you're on a roof, under a sink, or asleep.

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The 9DollarCRM workspace: collected revenue, open jobs, job-status distribution, and lead funnel in one view.
A real look at the 9DollarCRM workspace. Every business gets its own.

Stop being the human reminder system

The follow-up you meant to send, the status you meant to update, the note you meant to leave - set the rule once and it happens every time, without you. The things that "fall through the cracks" stop having cracks to fall through.

Built like a flowchart, because it is one

Pick a trigger, add the steps, switch it on. A visual builder shows exactly what fires and when - no code, no consultant, no weekend lost to setup videos.

See what ran, fix what didn't

Every workflow run is logged. When you wonder "did the reminder actually go out?", the answer is a list, not a guess.

Pairs with campaigns

Growth also includes email campaigns - so the same plan that automates your operations can nurture your leads and re-book your seasonal customers.

How automations work

  1. 01

    Pick a trigger - something that happens in your business worth reacting to.

  2. 02

    Chain the steps in the visual builder: what should happen, in what order.

  3. 03

    Switch it on. It runs every time the trigger fires, 24/7.

  4. 04

    Check the run log to see what executed and when.

Where it fits

Trades that lean on this most.

Same module, tuned to your trade's language and flow. See how it works for a business like yours.

Plan availability

Automations are a Growth ($29/mo) and Pro ($79/mo) feature - they are not in the $9 Starter plan. Growth includes automations, campaigns, and lead integrations. Pro adds advanced workflows and API access on top. If you're a solo operator on Starter, you may not need automations yet - and when you do, the upgrade is self-serve and the price is on this page.

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Frequently asked questions

Common questions about Automations. Can’t find what you’re looking for? Chat to our friendly team

No. Automations come with the Growth ($29 per month) and Pro ($79 per month) plans, not the $9 Starter plan, and we would rather tell you here than surprise you in the app. Starter covers the core flow, quotes, scheduling, jobs, invoices, and payments, run manually, which is enough for many solo operators.

Ready when you are

Set it up once. Benefit forever.

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Free for 14 days. No credit card. Cancel in two clicks.