erinoYour follow-up process, running on its own.
Pick a trigger, add conditions, choose the actions. Erino sends the WhatsApp, creates the task, alerts the manager and updates the lead the moment something happens, at 9 PM on Sunday as reliably as 11 AM on Monday. Your best rep's discipline becomes how your whole team works.
Prefer to see it first? Book a live demo →
Things teams automate in Erino
What is sales automation in a CRM?
Sales automation means the CRM performs routine sales steps for you when something happens, such as assigning a new lead, sending a WhatsApp message, creating a follow-up task or alerting a manager. Erino's automations use triggers (a lead arrives, a stage changes, a call is missed, a deal sits idle), conditions (source, course, value, owner, time) and actions (send WhatsApp or email, create task, notify, assign, update fields), with every run logged on the lead.
- Any trigger
- Conditions & filters
- WhatsApp actions
- Tasks & reminders
- Manager alerts
- Every run logged
Eight automations teams switch on in week one.
Your account manager sets these up with you, tuned to your stages and wording. Hover a card to see its steps.
New lead → welcome in 1 sec
Never lose a missed call
Demo or visit no-show
Fee / payment reminders
First call within 10 minutes
Idle 48 hours
AI says Hot → senior rep
Re-engage lost leads
Build a rule. Watch it run.
Pick a trigger, a condition and as many actions as you like. Erino writes the rule and runs a test.
Your rule, in plain English
Change any option and the test runs again. This is how simple building a rule in Erino feels.
1 · When this happens
2 · If this is true
3 · Then do this (pick several)
Which steps is your team still doing by hand?
Free 30-minute automation audit. We list your repetitive steps and show which can run on their own.
Automation built for how Indian teams sell.
WhatsApp-first actions, Indian telephony triggers and an account manager who builds the rules with you.
| What sales automation needs | Erino | Manual + reminders | Typical CRMs |
|---|---|---|---|
| Triggers | ✓Leads, stages, calls, WhatsApp, idle, dates, fields | ✕Someone's memory | ~Mostly field and stage changes |
| WhatsApp actions | ✓Templates sent automatically | ✕Copy-paste | ~Via add-ons |
| Call-based triggers | ✓Missed / connected calls from your IVR | ✕None | ~Rarely |
| Manager alerts and escalations | ✓Built in | ✕None | ~Workflow configuration |
| Sequences that stop on reply | ✓Yes | ✕No | ~Higher tiers |
| Who builds it | ✓Your account manager, with you | ~n/a | ~You, or a paid partner |
Comparison reflects typical setups as of 2026; features vary by vendor, plan and edition. More: Zoho CRM alternatives · LeadSquared alternatives · TeleCRM alternatives
"Our previous CRM recorded everything but enforced nothing."
Founders and sales heads on what changed once follow-ups stopped depending on memory.
We don't sell you a CRM and leave. We stay.
Every Erino account comes with a dedicated team that builds your CRM, changes it as your business grows and trains every new joiner. A partner after the sale, not a ticket number.
✓ Included with every Erino accountA named account manager
One person who knows your business, on WhatsApp and calls.
Most CRMs:A ticket queueSetup changes, included
New stage, field, automation or report? Ask, and we build it.
Most CRMs:Paid change requestsEvery new joiner trained
New team trained as often as needed, not only at launch.
Most CRMs:Trained onceAdoption reviews
We review usage with you and fix whatever isn't sticking.
Most CRMs:Usage nobody checksReady before every peak season
Routing, reports and automations tuned before your busiest weeks.
Most CRMs:You're on your ownYour requests on our roadmap
Feature requests assessed for impact on your business and prioritised.
Most CRMs:Lost in a backlog
Illustration of a typical Genuine Care conversation
Tighten your sales in the meantime.
Free tools our team built for sales teams. No sign-up needed.
Questions sales teams ask us
Didn't find yours? Ask it on a free audit call, or WhatsApp us.
What can I automate in Erino?
Lead assignment, WhatsApp and email messages, call-back and follow-up tasks, stage and field updates, tags, push notifications, manager alerts, escalations, reminders and multi-step sequences.
What triggers are available?
New lead, stage change, field update, call missed or connected, WhatsApp received, task due or overdue, deal idle for a set time, a date (such as a payment due date), form submission and more. Ask your account manager if you need a trigger that isn't listed.
Can automations send WhatsApp messages?
Yes. Erino sends approved WhatsApp templates through your WhatsApp Business API provider, filled with the lead's details, and logs them on the timeline.
Can I add conditions to a rule?
Yes. Filter by source, product or course, city, value, owner, team, stage, lead score, time or day, and combine conditions with AND / OR.
Can Erino alert managers automatically?
Yes. Rules can notify reps and alert managers when SLAs are missed, calls aren't returned or deals go idle, and escalate further if needed.
Do sequences stop when a lead replies?
Yes. Follow-up sequences can stop automatically when the lead replies, books, pays or changes stage.
Do I need technical skills to build automations?
No. Simple rules take minutes. Your account manager builds complex ones with you as part of setup, and changes them whenever you ask, included.
Can I see what an automation did?
Yes. Every run is logged on the lead's timeline with what triggered it and which actions ran.
How long does it take to set up?
Teams can go live in as little as 2 weeks, with your core automations built and tested by your account manager.
Is data secure?
Erino's data is hosted in India and the platform is aligned with India's DPDP Act, with role-based access and encryption in transit and at rest. See the Security & Trust page.
Find out which steps your team forgets most. In 30 minutes.
An Erino specialist lists the repetitive steps in your sales process and shows which ones can run on their own. You keep the findings either way.
- Your manual steps, listed and ranked
- An estimate of leads lost between steps
- Your first five automations, designed
- A live walkthrough on your own process
Get your free automation audit
Share your number and an Erino specialist will call you, list the repetitive steps in your sales process and show which ones can run automatically. No cost, no obligation.