Process Automation and Automated Workflows with AI + RPA
Make your CRM work for you.
Automate commercial and operational workflows to save time, reduce errors, and increase your team's efficiency. With SBX360 automated workflows, your CRM works for you.
Does your company face this?
Many companies lose time and opportunities due to:
Manual follow-ups that don't happen on time
Repetitive processes (copy, paste, forward, update)
Data entry errors
Information scattered across WhatsApp, email, Excel, and systems
Overwhelmed teams, rework, and missed opportunities.
The solution: Workflows that run automatically
With SBX360 you can set up smart actions that trigger based on:
- Your customers' behavior
- The progress of your opportunities
- Business rules defined by your company
That way, your team saves time, avoids errors, and maintains more agile and effective management.
AI + RPA
complete automation
AI: understands messages, classifies requests, and decides the next step
RPA: executes tasks in your systems (CRM, ERP, forms, portals)
AI understands the context.
RPA executes the process.
Your team focuses on what's strategic.
What can you automate with SBX360?
From lead capture to internal operational management. Everything connected. Everything measurable. Everything automatic.
Commercial Workflows
Convert more opportunities without relying on manual reminders.
Automatic lead capture and assignmentFrom WhatsApp, forms, portals, or campaigns.- Automatic follow-ups, reminders, and alertsSo no lead goes cold.
- Stage updates and schedulingProspect → Visit → Offer → Close.
Operational Workflows
Organize your internal operations without relying on WhatsApp chaos.
- Automatic ticket creation and classificationFrom forms, messages, or internal requests.
- Routing to the right areaNo intermediaries or rework.
- Notifications, checklists, and traceabilityEverything is recorded and measurable.
Strategic benefits
You don't just automate tasks. You transform your operation.
- Time savings
- Fewer errors
- Consistent and structured follow-up
- Higher productivity without adding staff
- Control and traceability
- Real scalability
Simple implementation
- Integrates with your current tools
- Phased implementation
- Visible results in weeks
Metrics to measure impact
Typical observed results:
+0%
Reduction in manual tasks
+0%
faster follow-up speed
0%
Rework due to data entry errors
(Estimated results based on implementation and volume)
Automate your operation and free your team from manual work
Schedule a demo and discover which processes you can automate starting today.