Automate · Sales automation

Let the busywork run itself.

IndxFlow assigns leads, reminds your team to follow up, chases quotation approvals and hands won deals to operations — in English and Arabic, in your currency.

Doha lead routing

● Active
  1. WhenNew lead is created
  2. IfCity is Doha and value ≥ 20,000 QAR
  3. ThenAssign to Doha sales team (round-robin)
  4. ThenCreate call task due in 2 hours
  5. ThenSend WhatsApp welcome message

Ran 128 times this month · saved about 21 hours

Build an automation in three steps

When

Pick a trigger

New lead, stage change, overdue task, quotation created, or a date arriving.

If

Add conditions

Filter by city, value, currency, source, owner or any field — no code.

Then

Choose actions

Assign, create tasks, send emails, request approvals, update fields.

Ready-made automations

Switch one on, adjust it to your business, done.

Auto-assign new leads

When A new lead arrives from the website or WhatsApp

Then Assign it round-robin to the right city team and notify the owner

Follow-up reminders

When A lead has not been contacted for 24 hours

Then Create a call task and alert the sales manager

Quotation approvals

When A quotation exceeds 50,000 QAR or a 15% discount

Then Send it to the manager for approval before it goes out

Welcome sequence

When A lead is qualified

Then Send an Arabic or English intro email with your company profile

Stalled deal alerts

When A deal sits in Negotiation for 14 days

Then Flag it on the pipeline and remind the owner

Won deal hand-off

When A deal is marked Won

Then Create the purchase request and notify operations

Spend your time selling, not chasing.

Workflow automation is included in the Pro and Enterprise plans.