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Workflow Automation - Mjara CRM

Mjara CRM is a fully customizable open-source CRM Software designed for growing businesses to makes sales and customer management simple. Track leads,and build lasting customer relationships with ease using our powerful CRM software.

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Workflow Automation

Automate lead assignments, follow-ups, and deal progress to reduce manual work.

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Automate grunt work, so your team can focus on what matters.

Some things in sales need your attention—negotiating, closing, and building relationships.

But some things? They just need to get it done. Assigning leads, tracking deadlines, and following up on time—Mjara CRM takes care of the busy work, so your team can focus on what matters.

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Service Level Agreement (SLA)

Customers don’t wait forever. A lead that isn’t followed up on quickly is a lead lost. Set response time rules, track deadlines, and make sure no inquiry goes unanswered. If something’s overdue, Mjara CRM flags it—before it’s too late.

Mjara CRM keeps every email linked to the right lead or deal, so you never lose context. Save common responses as templates to respond efficiently while keeping communications personalized.

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Set rules to auto-assign leads and deals

Who should handle a new lead? Should deals be assigned based on workload, region, or industry? Figuring it out manually takes time and leads to delays.

Mjara CRM can auto-assign leads and deals based on your rules, ensuring the right person gets them instantly.

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Set and track tasks for every deal or lead

Every deal has follow-ups, and every salesperson has a to-do list. But, things get missed when tasks are scattered across emails, notes, and chats.

Mjara CRM lets you create and track tasks directly inside a deal or lead. Set due dates, assign work, and keep everything organized in one place.

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[Reports & Analytics

Customize how you see your data with saved, public, and pinned views for quick access.](https://mjara.io/mjara-crm/reports-analytics)

It’s right for you,

because it’s right for us

Mjara CRM is something we would use ourselves and our users love it. That is why we have no hesitation in asking you to give it a try.

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