Manual work slows agencies down. Missed steps create risk. Inconsistent follow-ups weaken relationships.
Sales and service automations in ClientCircle fix all of that by helping your team work smarter, stay organized and deliver a consistent client experience from start to finish.
Keep work moving
Automations trigger the moment an opportunity or service request moves to a new stage. Whether you’re evaluating a new lead, working on a quote, finalizing coverage or reviewing a policy change, ClientCircle can send emails, assign tasks or notify your team—all without anyone needing to remember the step.
You get smoother handoffs, fewer delays and a process that works the same every time.
Standardize your agency workflows
Automation helps your entire team follow the same process no matter who is working the opportunity. Want to send a thank you email when a new lead comes in? Easy. Need to assign a quoting task the moment a deal moves to in progress? Done. Want to trigger a notification when a deal is finalized? Simple.
Your workflows become predictable, repeatable and scalable.
Reduce manual effort across your team
Instead of creating tasks by hand, sending reminders or juggling sticky notes, ClientCircle does the work for you. As opportunities progress, you can create automated tasks for quoting, evaluating leads, gathering documents, scheduling calls or sending next-step updates.
The result: fewer bottlenecks and a cleaner, more consistent pipeline.
Connect sales and service in one seamless flow
Automations don’t stop at the sale. When a deal closes, you can instantly kick off your onboarding journey, assign tasks to the right team members or start a service workflow. If a deal is lost, you can record the reason, notify a team member or trigger a win-back sequence in the future.
Everything works together so no client feels forgotten and no opportunity gets dropped.
Build workflows that support every part of your agency
Sales automations help your team move leads through the pipeline. Service automations help you handle things like certificates, policy reviews, claims and change requests.
From assigning tasks to sending updates, you can automate every step—from intake to completion—to ensure your team never misses a beat.
Want to see automations in action?
Watch our mini webinar to learn more about sales and service automations in ClientCircle.