Feature Introduction
You know you should send emails to remind customers about abandoned carts, should nurture new leads, should win back customers who churn — but doing it manually is overwhelming, and building workflows from scratch is daunting. The result: revenue leaks in areas that should be easily recoverable.
GTG CRM solves this with its Revenue Automations catalog — over 30 ready-made playbooks, grouped by funnel stage, each requiring just a flip of a switch to activate. Once activated, the playbook becomes a workflow you own — open it to edit email content, delays, target audience to your liking, and let it run automatically.
Problems Businesses Face
| Old Method | Consequences |
|---|---|
| Manual cart reminders, payment reminders... | Too slow, miss the golden hour → lost orders |
| Building workflows from scratch | Technical intimidation, time-consuming, easy to abandon |
| Ad-hoc post-purchase customer care | Customers don't return, no reviews/NPS |
| No follow-up for churning customers | Permanent customer loss, no win-back |
| New leads not nurtured | Leads go cold, wasted advertising spend |
GTG CRM transforms these "should do" tasks into one-touch activations: pre-built playbooks, pre-filled content templates, you just fine-tune and activate.
Key Features
1. Over 30 Ready-Made Playbooks, Grouped by Funnel
Playbooks are grouped by stage: Attract (Acquire) · Convert · Close · Retain · Expand · Win-back. Some examples:
- Abandoned Cart Recovery
- Order Payment Failed Recovery
- Order Cancelled Win-back & Lost Deal → Win-back Campaign
- Welcome & Nurture New Leads + nurturing email series
- Won Deal → Customer Onboarding, high-value deal alerts + approvals
- Delivered Order → Request Review & NPS, returned order → restock + refund
- Appointments: Confirm & Remind, No-show → Reschedule, Cancel → Retain
- Segment Entered/Exited Triggers & Form Submitted → Welcome Email
- Weekly Newsletter Broadcast to Segment
2. One-Touch Activation — And You Own the Workflow
- Each playbook has a single toggle switch. Toggle on → the playbook is automatically provisioned and activated immediately, with a "View Workflow" link.
- Click "View Workflow" → access the workflow editor for that specific playbook (Trigger → Steps → End). Edit email content, delays, segment audience, thresholds then Save.
- Toggle off → the playbook is disabled and hidden (configuration retained, not deleted) — toggling it back on will run it instantly without rebuilding.
3. Triggered by Customer Behavior at the Right Time
- Playbooks run automatically when an event occurs in your CRM: contact created, deal won/lost, order delivered/returned/cancelled, appointment confirmed/no-show/cancelled, customer entered/exited a segment, form submitted…
- View execution logs to see if the playbook ran, whether each step was successful, or if further configuration is needed.
- Segment-as-trigger + form submission → trigger + broadcast to segment node expand automation scope to one-to-many marketing.
Benefits for Your Business
| Feature | Practical Benefits for You |
|---|---|
| Over 30 ready-made playbooks | No need to build workflows from scratch — activate and run |
| Cart recovery / payment rescue | Recoup revenue that would have been lost |
| Automated lead nurturing + win-back | Leads stay engaged, churning customers are brought back |
| Post-purchase customer care (review/NPS) | Customers return, provide reviews, offer early feedback |
| You own & can edit the workflow | Customize content/audience to your business |
| On/off with configuration preserved | Experiment freely, reactivate instantly |
Who is it For?
- E-commerce sellers (ICP1) looking to recover abandoned carts, rescue failed payments, and care for customers post-purchase.
- Service businesses / appointment setters wanting to automate confirmations, reminders, and retention for no-shows/cancellations.
- Sales teams aiming to auto-assign deals, get alerts for high-value deals, and win back lost deals.
- All SMBs wanting automated marketing without a technical team.
How to Get Started?
Navigate to Automations → Revenue Automations, activate your first playbook (e.g., "Cart Recovery"), open "View Workflow" to edit content, then let it run. Refer to the step-by-step guide in the "Revenue Automations User Guide".
ℹ️ Note: Some steps like sending emails/SMS/ads require a connected sending channel and filling in customer-specific parameters (email account, audience segment ID). Additionally, sending messages consumes credits — your workspace needs sufficient credits for the sending steps to execute completely.
Free Trial — no credit card required.
