Feature Introduction
You know you should send emails reminding customers about abandoned carts, should nurture new leads, should win-back departing customers — but doing it manually is overwhelming, and building workflows from scratch is daunting. The result: revenue leaks from places that are easily salvageable.
GTG CRM solves this with its Revenue Automations catalog — over 30 ready-made scenarios (playbooks), grouped by funnel stages, each requiring just a flip of a switch to activate. Once activated, the scenario becomes a workflow you own — open it to edit email content, delays, target audiences to your liking, and then let it run automatically.
Problems Businesses Face
| Old Methods | Consequences |
|---|---|
| Manually reminding about carts, payments... | Too slow, miss golden opportunities → lost sales |
| Building workflows from scratch | Technical reluctance, time-consuming, easily abandoned |
| Ad-hoc post-purchase customer care | Customers don't return, no reviews/NPS |
| No follow-up for departing customers | Permanent customer loss, no win-back |
| New leads not nurtured | Leads go cold, wasted ad spend |
GTG CRM turns those "shoulds" into one-touch activations: scenarios are ready, sample content is ready, you just fine-tune and activate.
Key Highlights
1. Over 30 Ready-Made Scenarios, Grouped by Funnel
Scenarios are grouped by stage: 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
- New Lead Welcome & Nurturing + nurturing email sequences
- Won Deal → Customer Onboarding, High-Value Deal Alert + Approval
- Delivered Order → Request Review & NPS, Returned Order → Restock + Refund
- Appointment Scheduling: Confirmation & Reminders, No-Show → Reschedule, Cancellation → Retention
- Segment Entered/Exited Triggers & Form Submitted → Welcome Email
- Weekly Newsletter Broadcast to Segments
2. One-Touch Activation & Deactivation — And You Own the Workflow
- Each scenario has one toggle switch. Flip it to activate → the scenario is automatically provisioned and activated immediately, with a "View Workflow" link.
- Click "View Workflow" → you enter the workflow editor for that specific scenario (Trigger → Steps → End). You can edit email content, delays, segment audiences, thresholds and then Save.
- Flip it to deactivate → the scenario is disabled and hidden (configuration preserved, not deleted) — reactivating it will run it immediately without rebuilding.
3. Automatic Triggering Based on Customer Behavior
- Scenarios automatically run 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…
- You can view execution logs to see which scenarios ran, whether each step was successful, or if further configuration is needed.
- The segment-as-trigger bridge + form submission → trigger + broadcast to segment node expand automation reach to one-to-many marketing.
Benefits for Your Business
| Feature | Actual Benefit for You |
|---|---|
| Over 30 ready-made scenarios | 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 don't go cold, departing customers are re-engaged |
| Post-purchase care (review/NPS) | Customers return, provide reviews, give early feedback |
| You own & can edit the workflow | Customize content/audience according to your business |
| Activate/deactivate while preserving configuration | Experiment freely, reactivate instantly |
Who Is It For?
- E-commerce Sellers (ICP1) looking to rescue abandoned carts, failed payments, and care for customers post-purchase.
- Service Businesses / Appointment-Based Businesses wanting to automate confirmations, reminders, and retention for no-shows/cancellations.
- Sales Teams wanting to auto-assign deals, get alerts for large deals, and win-back lost deals.
- Any SMB looking for marketing automation without a dedicated technical team.
How to Get Started?
Navigate to Automations → Revenue Automations, activate your first scenario (e.g., "Cart Recovery"), click "View Workflow" to edit content, and let it run. Refer to the step-by-step guide in the "Revenue Automation User Guide".
ℹ️ Note: Some steps like sending emails/SMS/ads require a connected sending channel and filling in customer-specific parameters (email account, target segment ID). Additionally, sending messages consumes credits — your workspace needs sufficient credits for the sending steps to complete successfully.
Free Trial — no credit card required.
