Balakandi, Rajarhat, Kurigram 5601, Bangladesh +8801333668899 support@biznetrix.com

Marketing Automation Platform

Multi-Channel Automation

Workflows Connected to Your CRM — Email, WhatsApp, and Internal Notifications

Marketing automation is not about sending more emails. It is about ensuring that the right communication reaches the right contact at the right point in their journey — without requiring manual action from your team for each one. Biznetrix automation is built on top of your CRM data, spans email and WhatsApp, and requires no technical expertise to configure.

Visual Workflow Builder
CRM-Triggered Automation
Multi-Channel Actions
Lead Scoring Integration
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Biznetrix marketing automation workflow builder
Core Capabilities

What Biznetrix Marketing Automation Can Do

Visual Workflow Builder

Drag-and-drop canvas for designing automation workflows. Triggers, conditions, wait steps, branching paths, and actions — all configurable without code.

CRM Event Triggers

Workflows start when CRM events occur: lead created, deal stage changed, contact field updated, tag added, form submitted, or email clicked.

Multi-Channel Actions

Each workflow step can send email, send a WhatsApp message, update a CRM field, create a task, or send an internal notification.

Conditional Branching

Workflows split based on conditions evaluated at runtime — email opened within 48 hours, deal value above a threshold, contact language, and more.

Lead Scoring Integration

Automation workflows increment or decrement lead scores based on engagement — triggering sales rep alerts when a contact crosses your threshold.

Performance Dashboard

Each workflow shows enrollment count, step-by-step completion rates, exit points, and action outcomes — so you know exactly where contacts drop off.

Workflow Architecture

Understanding the Building Blocks

ComponentFunction
TriggerThe event that starts workflow execution for a contact
ConditionA check applied at runtime that determines which path to follow
Wait StepPauses execution for a defined period or until a condition is met
ActionWhat happens at each step: send message, update CRM, create task
BranchSplits the workflow into parallel paths based on conditions
Exit CriteriaRules that remove a contact from a workflow mid-sequence
Enrollment FilterConditions a contact must meet before entering a workflow
Common Workflows

What Biznetrix Customers Build First

01
New Lead Welcome

Triggered on lead creation. Sends a welcome email and WhatsApp message within minutes, then a follow-up if no reply in 48 hours.

02
Demo Booking Confirmation

Triggered when a meeting is booked. Sends confirmation email, calendar invite, and a prep checklist 24 hours before the meeting.

03
Proposal Follow-Up

Triggered when deal stage moves to "Proposal Sent". Follows up after 3 days if no email open detected. Escalates to manager if no response in 7 days.

04
Re-Engagement

Triggered after 14 days of inactivity. Sends a different message angle, then flags the deal for manager review if still unresponsive after 21 days.

Business Impact

What Automation Changes for Your Team

Consistent follow-up at scale: Automation ensures every new lead receives the same quality of follow-up regardless of how many leads arrive simultaneously or how stretched your team is.
Faster response on high-intent signals: A lead that books a demo, opens a proposal, and replies to WhatsApp within 24 hours triggers an immediate sales rep notification — not a batch report checked at end of day.
Reduced manual CRM maintenance: Workflows update deal stages, assign tasks, and log activities automatically based on actual engagement.
Multi-channel coordination: Email, WhatsApp, and internal actions execute in the same workflow — outreach is coordinated rather than fragmented across tools.
Measurable automation ROI: Per-workflow dashboards show exactly how many contacts converted at each step, making it easy to identify and fix drop-off points.
No technical expertise required: The visual builder and pre-built templates mean any team member can create and manage automation workflows after a short onboarding session.
Common Questions

Marketing Automation FAQ

There is no limit on the number of active workflows. Contacts can be enrolled in multiple workflows simultaneously, with exit conditions you define to prevent conflicting actions.

Yes. Pausing a workflow suspends execution for all enrolled contacts at their current step. When you resume, execution continues from where it paused. You can also edit a live workflow — changes apply to contacts who enter after the edit.

Yes. Each workflow has a performance dashboard showing enrollment count, step-by-step completion rates, exit points, and action outcomes. You can see exactly how many contacts opened the first email, proceeded to step two, and converted.

Start with two or three high-impact workflows before building an elaborate automation architecture. The most common first workflows are new lead welcome, proposal follow-up, and re-engagement of cold leads. These three alone typically show measurable impact within the first 30 days.

Automate the Follow-Up. Keep the Relationships Human.

Biznetrix marketing automation is designed for businesses that want to run structured, data-driven outreach without building a technical integration layer or hiring a marketing operations specialist.

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