Sales Software · Beta

Sales Automation Software — Automate Follow-Ups & Routing

OptiKratos Sales Automation lets you automate follow-up sequences, deal routing, task creation, and stage transitions — so your team focuses on conversations that close, not admin that slows them down.

14-day free trial, no credit card required
Unified with CRM and WhatsApp on one platform
SOC 2 certified, GDPR ready

Start free trial Watch demo

app.optikratos.com

Rated 4.5+ by 100,000+ companies in 179 countries

4.5/5

4.2/5

4.3/5

4.5/5

4.7/5

Sales Software features

What Sales Automation Software — Automate Follow-Ups & Routing includes

Every capability ships as part of your OptiKratos workspace — no add-ons.

Follow-up sequences

Multi-step email and WhatsApp sequences triggered by deal stage or lead score.

Stage-based triggers

Automatically create tasks, send emails, or update fields when a deal moves stages.

Lead routing automation

Route new leads to the right rep instantly based on rules you define.

Visual flow builder

Build automation sequences without code using a drag-and-drop visual editor.

Conditional branching

Different actions based on contact properties, deal value, or engagement.

Automation reporting

See which sequences are converting and where contacts drop off.

Why OptiKratos

Benefits of Sales Automation Software — Automate Follow-Ups & Routing

Hours of manual follow-up eliminated daily
No lead left without a follow-up
Faster response time — automation is instant
Consistent process across the whole team
WhatsApp and email automation in one builder

Explore more

Related features on OptiKratos

Sales PipelineDrag-and-drop visual pipeline with AI deal scoringLearn more Lead ManagementCapture, score, and route every inbound lead automaticallyLearn more AI Sales AssistantAutonomous AI agent for outbound, qualification, and CRM logLearn more Shared Sales InboxOmnichannel inbox shared across your entire sales teamLearn more

Sales Automation Software — Automate Follow-Ups & Routing — frequently asked questions

Everything you need to know about Sales Automation Software — Automate Follow-Ups & Routing on OptiKratos.

Sales automation software eliminates repetitive manual tasks in the sales process — such as follow-up emails, lead routing, task creation, and CRM data entry — by automating them based on triggers and rules you define.

Yes. OptiKratos automation sequences can include WhatsApp messages alongside email and in-app notifications — all from the same visual flow builder.

Beta means Sales Automation is available to all customers but may receive breaking changes with reasonable notice. It is fully functional and used in production by early customers.

They complement each other. Rule-based automation handles structured sequences (e.g. follow-up on day 1, 3, 7). AI Sales Assistant handles unstructured conversations, qualification, and dynamic responses in real time.

14-day free trial · No credit card

Start using Sales Automation Software — Automate Follow-Ups & Routing today

Full access on every plan. Upgrade as your team grows.

Try for free Watch demo Talk to sales

Part of Sales Software · SOC 2 · GDPR ready · Dedicated onboarding