# Automations — BM CRM

> Automatic follow-up sequences, triggers and scheduled messages that respect opt-ins and quiet hours — every automation bounded, labeled and switchable off in seconds.

- All features: https://www.bmcrm.ai/features
- Pricing: https://www.bmcrm.ai/pricing
- Get started: https://www.bmcrm.ai/signup

## Follow-ups that happen even on your busiest day

Drip sequences, triggers and scheduled sends keep every lead warm without anyone remembering to do it. Every automation respects opt-ins and quiet hours, leaves a trace of what it did, and has an off switch that works in seconds.

## What you get

- **Drip sequences.** Multi-step follow-ups over days or weeks — each step skips automatically when the customer already replied.
- **Triggers on real events.** A new lead, a stage change, a form answer — events you care about start the actions you choose.
- **A/B what you say.** Test message variants and keep the one that gets replies — decided by results, not opinions.
- **Quiet hours built in.** Messages respect your business hours and the customer’s time zone — no 3am pings in anyone’s name.
- **Everything leaves a trace.** Every automated action lands on the lead’s timeline, labeled as automation — the history stays honest.
- **Off means off.** Pause one automation or all of them; it takes effect in seconds and nothing queued escapes after the switch.

## How it works

1. **Pick the trigger.** New lead, stage change, no-reply after X days — the moments that matter.
2. **Set the steps.** Messages, waits, tasks and stage moves — with template picks where WhatsApp requires them.
3. **Watch it work.** Every run is visible per lead; results per step tell you what to improve.

## Frequently asked questions

### Can an automation message someone who opted out?

No. Opt-outs are enforced at the sending layer — no sequence, trigger or campaign can bypass them.

### Will it double-message someone the team is talking to?

Sequences skip their step when the customer has already replied or a human owns the conversation — automation supports the conversation, it never talks over it.

### What if I need to stop everything now?

One switch pauses automations for the workspace, effective in seconds. Queued messages do not slip out after it.

### Do automated messages use templates?

Where WhatsApp requires a template — outside the reply window — automations use your approved templates automatically.

---

[Lead Capture](https://www.bmcrm.ai/features/lead-capture) · [AI Agent](https://www.bmcrm.ai/features/ai-agent) · [Team Inbox](https://www.bmcrm.ai/features/team-inbox) · [Pipeline](https://www.bmcrm.ai/features/pipeline) · [Broadcasts](https://www.bmcrm.ai/features/broadcasts) · [Automations](https://www.bmcrm.ai/features/automations) · [Meetings](https://www.bmcrm.ai/features/meetings) · [Reports](https://www.bmcrm.ai/features/reports) · [Segments](https://www.bmcrm.ai/features/segments) · [AI Voice](https://www.bmcrm.ai/features/ai-voice) · [Roles & Teams](https://www.bmcrm.ai/features/roles) · [Attribution](https://www.bmcrm.ai/features/attribution)