Leads with no owner
A lead comes in and everyone assumes someone else will call. Hours go by and nobody has touched it.
Viliera CRM · Automations
Automations that do the follow-up for you
Follow-up fails on the repetitive stuff: the lead nobody assigned, the task nobody created, the message nobody sent. In Viliera you write the rule once (“when a lead comes in from ads, assign it and create the task to call it”) and the CRM follows it every time.
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New lead from ads
Active- Assign in rotationAssigned to Laura
- “Call now” taskDue in 5 minutes
- Welcome WhatsAppSent with an approved template
Every rule
- When…
- If…
- Do…
- History
The problem
What slips through every week
Follow-ups that depend on memory
The quote sent a week ago, the customer who didn’t reply: if nobody writes it down, it’s forgotten.
Loose tools for automation
Connecting forms, WhatsApp and the CRM with external tools is fragile and nobody knows what each flow does.
How Viliera solves it
Features already in the CRM, applied to your day-to-day
When…
A new lead comes in (from one source or all of them), changes stage, goes X hours without contact, has an appointment coming up or spends X days in the same stage.
If…
Only if it comes from a certain source, is in a certain stage, has no sales rep, gets a high AI score, has a phone number or email, or it is within working hours.
Do…
A WhatsApp with a template, an email with their details, a task, assign in rotation or to a person, change stage, notify by webhook or request a call from the voice agent.
History of every run
See what each rule did, with which lead and whether it worked. Each rule acts only once per lead and reason.
Safe by design
A new rule starts paused, bulk imports trigger nothing and switching on a time-based rule doesn’t act on old leads.
Templates to get started
Ready-to-use rules: assign and call within 15 minutes, urgent lead from ads, welcome email, appointment reminder and more.
An example, step by step
One rule, every day, without anyone remembering it
An illustrative case with fictitious names: this is how Viliera is used on a normal day.
Once
You pick a template
“New lead: assign and call within 15 minutes”. You review it, save it and switch it on.
10:14
A lead comes in
A lead arrives from the form. The rule assigns it to whoever has gone longest without one and creates their task.
10:29
The task flags it
The sales rep has the task in their list and the lead appears in “Today”. They call.
End of the month
You check the history
You see how many times the rule ran and with which leads, and tweak it if needed.
Frequently asked questions
No. You choose the trigger, the conditions and the actions on one screen, or start from a template. For very particular flows you can send the data to n8n, Make or Zapier with a webhook.
More features
Other Viliera CRM features
- WhatsApp with AIThe official WhatsApp Business API inside your CRM, with AI that replies, qualifies and books.See page
- AI voice agentAn agent that answers calls and rings new leads, with every call transcribed on the record.See page
- Online bookingCalendly-style booking links connected to the CRM calendar, also from the chat and WhatsApp.See page
We’ll show you with a case like yours
Tell us how you work and we’ll show you Viliera set up for your industry. Or get started on your own: 14 days free, card required.