Workflow Automations
12 trigger → action rules your BPM must execute automatically
Lead Management
New lead created
Auto-assign by round-robin + send WhatsApp intro + start 30-min SLA timer
No contact in 30 min
Push notification to agent + email alert to manager with lead details
Lead qualified (BANT > 60)
Move to pipeline + create 'Book Viewing' task + send matched properties to agent
3 attempts, no response
Mark UNRESPONSIVE + create 30-day nurture task + notify manager
Lead inactive 30 days
Move to NURTURE → enroll in drip sequence (30/60/90-day touchpoints)
Deal & Compliance
Viewing completed
Create 24h follow-up task (HIGH) + send 'How was your viewing?' WhatsApp
Stage = Reserved
Auto-generate document checklist + notify compliance team
NOC issued
Start 90-day countdown + alert at 14 days remaining + hard block at expiry
Deal = Closed Won
Create commission record + post-sale survey + 'Ask for referral' task (30d)
Off-plan payment due in 30 days
Email + WhatsApp to client and agent with exact AED amount
Deal Stale / At-Risk Rules
No activity in 5 days
Orange ring on pipeline card + push notification to agent
No activity in 10 days
Red ring on card + email manager + suggest stage downgrade
Monday 8AM auto-report
Email manager: top 3 leads, conversion rate, pipeline AED total