●Feature · Workflows

Workflows that follow up for you

Follow up automatically when someone replies or a deal changes stage, so warm leads hear back while they're still interested.

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What workflows do for you

Follow up when they reply

Start a follow-up when a prospect replies, so the next step happens while they're paying attention.

Move with the deal

Follow up when a deal changes stage, so nobody has to remember what comes next.

Custom recycling flows

Decide how invites nobody accepted are withdrawn and retried later from another campaign or account.

Full context on every send

Workflows run inside Klovis CRM, so every follow-up has the full history with that person behind it.

[01]Workflows feature

Reply while they're still interested

When a prospect replies, a workflow can follow up straight away, so a warm lead doesn't cool off waiting on someone's to-do list.

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[02]Workflows feature

Keep deals moving between stages

When a deal changes stage, a workflow can follow up for you, so the next step happens on time without anyone having to remember it.

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[03]Workflows feature

Second chances, on your terms

90% of acceptances happen within a week, so old pending invites rarely turn around. Custom recycling flows let you decide how unaccepted invites are withdrawn and how the lead is retried later from another campaign or account.

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Put your outreach and your CRM in one place

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Workflows FAQ

What are workflows in Klovis CRM?

Workflows follow up for you when a prospect replies or a deal changes stage. They also power custom recycling flows for invites nobody accepted.

Why use workflows?

Manual follow-up is where warm leads go cold. A workflow makes sure the next step happens when the reply or stage change happens, not when someone remembers.

How do workflows work in Klovis CRM?

Choose what starts the workflow, a reply or a stage change, then set the follow-up. Replies still land in the shared inbox with the full history, so your team can step in at any point.

How do I get started with workflows?

Start a free trial, connect your LinkedIn account and launch a campaign. Then add a workflow for the follow-ups you want handled for you.

LinkedIn, WhatsApp, and email. Every reply, one workspace.

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