Triggers
Start a workflow when a form is submitted, a call is missed, a deal changes stage, an appointment is booked or a tag is added.
CRM workflows& automations
The Metanow CRM workflow builder automates the steps between a new lead and a repeat customer: instant follow-ups, appointment reminders, review requests, nurture emails and win-back campaigns, across SMS, WhatsApp and email.
Your team stops doing the same follow-up by hand, and no lead waits days for an answer.
Selected partners and clients
Trusted by teams across Europe
A visual builder for every follow-up
Actions
Send SMS, WhatsApp or email, create tasks, move deals, update fields, notify your team or call a webhook.
Waits and conditions
Wait for a reply or a date, branch on answers or tags, and stop when the contact responds.
Pipelines
Keep deals moving through clear stages with automatic tasks and reminders for your team.
Integrations
Connect forms, calendars, payments, ads and outside tools through built-in integrations, webhooks and the API.
AI steps
Use AI to draft messages or classify replies inside a workflow, with your rules around it.
Core automations we build in month one
Part of Metanow CRM onboarding on Managed and Growth plans.
- Welcome message for every new lead
- Missed-call text-back
- Appointment reminders
- Review request after a purchase or job
- Nurture and drip sequences
- Abandoned cart follow-up
- Birthday messages
- Win-back campaigns for past customers
How we build your workflows
Map
We map your customer journey from first enquiry to repeat purchase.
Build
We build the workflows, messages and pipeline stages in your CRM.
Test
We test every path with real forms, calls and bookings before going live.
Improve
On Managed and Growth we review results monthly and adjust.
Metanow CRM Software is €97 per month if you run it yourself. On Managed (€297 per month) our team sets it up and runs it for you; Growth (€997 per month) adds managed Google and Meta ads. Prices exclude VAT.
What should run on autopilot?
Tell us which follow-ups your team still does by hand. We will suggest the first workflows to build.
Prefer a call?
Book a short discovery call and we will look at your situation together.
Reviews
1,185+ verified reviews. 4.9 average across six platforms.
Independent client ratings from the platforms where Metanow work is actually reviewed.
FAQ
Workflow and automation questions
Do I need technical skills to use workflows?
No. The builder is visual. On Managed and Growth our team builds and maintains the workflows for you.
Which channels can a workflow use?
SMS, WhatsApp, email, Facebook Messenger, Instagram DMs, internal notifications and tasks, plus webhooks to other tools.
Can it connect to tools outside the CRM?
Yes, through built-in integrations, webhooks and the API. For more complex flows we also build n8n automations.
What does it cost?
Metanow CRM Software is €97 per month if you run it yourself. On Managed (€297 per month) our team sets it up and runs it for you; Growth (€997 per month) adds managed Google and Meta ads. Prices exclude VAT.
How is this different from n8n automation?
CRM workflows handle customer communication inside Metanow CRM. n8n is for automations across many systems, such as ERP, shop and internal tools. Many clients use both.