Feature Introduction
You know you should send emails to remind customers of abandoned carts, should nurture new leads, should win back departing customers — but doing it manually is overwhelming, and building workflows from scratch feels daunting. The result: revenue leaks from opportunities that should have been easy to salvage.
GTG CRM solves this with its Revenue Automations catalog — featuring over 30 ready-made playbooks, categorized by funnel stage, each requiring just a flick of a switch to activate. Once activated, the playbook becomes a workflow you own — open it to edit email content, delays, audiences to your liking, then let it run automatically.
Business Challenges Addressed
| Old Approach | Consequences |
|---|---|
| Manual cart reminders, payment reminders, etc. | Too slow, missed golden opportunities → lost sales |
| Building workflows from scratch | Technical hurdles, time-consuming, easily abandoned |
| Ad-hoc post-purchase customer care | Customers don't return, no reviews/NPS |
| Departing customers are not followed up with | Permanent customer loss, no win-back |
| New leads are not nurtured | Leads go cold, wasted ad spend |
GTG CRM transforms "should do" tasks into one-touch activations: playbooks are pre-built, with sample content ready to go; you just fine-tune and enable them.
Key Highlights
1. Over 30 Ready-Made Playbooks, Grouped by Funnel Stage
Playbooks are grouped by stage: Acquire · Convert · Close · Retain · Expand · Win-back. Some examples include:
- Abandoned Cart Recovery
- Order Payment Failed Recovery
- Order Cancelled Win-back & Lost Deal → Win-back Campaign
- Welcome & Nurture New Leads + nurturing email sequences
- Won Deal → Customer Onboarding, high-value deal alerts + approvals
- Delivered Order → Request Review & NPS, returned order → restock + refund
- Appointments: Confirmation & Reminders, No-shows → Reschedule, Cancellations → Retention
- Segment Entry/Exit Triggers & Form Submission → Welcome Email
- Weekly Newsletter Broadcast to Segments
2. One-Touch Activation — And You Own the Workflow
- Each playbook has a single toggle switch. Flip it to ON → the playbook is automatically provisioned and activated instantly, with a link to "View Workflow".
- Clicking "View Workflow" opens the workflow editor for that specific playbook (Trigger → Steps → End). You can edit email content, delays, audience segments, thresholds and then Save.
- Flip to OFF → the playbook is deactivated and hidden (configuration is retained, not deleted) — turning it back ON will run it immediately, without needing to rebuild.
3. Automated Triggering Based on Customer Behavior
- Playbooks automatically run when an event occurs in your CRM: contact creation, deal won/lost, order delivered/returned/cancelled, appointment confirmed/no-show/cancelled, customer enters/exits a segment, form submitted, etc.
- You can view execution logs to see which playbooks have run, if each step was successful, or if further configuration is needed.
- The Segment-as-Trigger bridge + Form Submission → Trigger + Broadcast to Segment node expand automation capabilities to one-to-many marketing.
Business Benefits
| Feature | Real-World Benefits for You |
|---|---|
| 30+ Ready-Made Playbooks | No need to build workflows from scratch — just enable and run |
| Cart Recovery / Payment Rescue | Salvage revenue that would have been lost |
| Automated Lead Nurturing + Win-back | Leads stay engaged, departing customers are brought back |
| Post-Purchase Care (Review/NPS) | Customers return, provide reviews, offer early feedback |
| You Own & Can Edit Workflows | Customize content/audiences to fit your business |
| Toggle On/Off Retains Configuration | Experiment freely, reactivate instantly |
Who Is It For?
- E-commerce Sellers (ICP1) looking to recover abandoned carts, rescue failed payments, and manage post-purchase customer care.
- Service Businesses / Appointment Schedulers wanting to automate confirmations, reminders, and retention for no-shows/cancellations.
- Sales Teams looking to automatically assign deals, get alerts for high-value deals, and win back lost deals.
- Any SMB seeking marketing automation without requiring a technical team.
How to Get Started?
Navigate to Automations → Revenue Automations, enable your first playbook (e.g., "Cart Recovery"), open "View Workflow" to edit the content, and let it run. Refer to the step-by-step guide in the "Revenue Automations User Guide".
ℹ️ Note: Certain 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 must have sufficient credits for sending steps to complete successfully.
Free Trial Available — No credit card required.
