Loading...
From AI-powered lead qualification to seamless client integrations, visual pipelines to team collaboration — CMG Workflow CRM has every tool you need to convert more leads and delight customers.
Click on any category to explore detailed features
A comprehensive look at everything CMG Workflow CRM offers
Visual pipeline with customizable stages, colors, and real-time updates
Meta-style filtering by tags, dates, assignee, AI scores, and form responses
Move, tag, delete, or start AI qualification for multiple leads at once
Schedule follow-ups with notification alerts
Complete history of interactions, status changes, and notes
CSV import with smart field mapping and filtered exports
Natural language CRM control with 50+ operations (search, create, update, analyze)
Automated lead qualification with personality customization and escalation rules
N8N-style conversation flows with branches, conditions, and actions
Automatic conversation analysis and lead insights generation
AI analyzes conversations and automatically applies relevant tags
Undo any AI action within 24 hours with full audit trail
Send and receive WhatsApp messages directly from the CRM
Create, manage, and send Meta-approved message templates
Mass messaging with segmentation, scheduling, and analytics
Automatic personalized messages for new leads from any channel
Collaborative inbox with assignment, filters, and presence indicators
Track sent, delivered, read rates, and failed message recovery
One-click conversion preserving history and relationships
Notion-style editable cards with configurable field visibility
Deal values, invoices, transactions, and budget management
Upload, organize, and share client documents
Complete interaction history with team notes and @mentions
Create text, number, date, rating, and dropdown fields
Automatically react when leads arrive, status changes, or conversations start
Send WhatsApp messages, update statuses, and add tags without lifting a finger
Drag-and-drop workflow editor — no coding required
Set delays up to 30 days for perfectly-timed follow-ups
Automatically guide leads through your pipeline with personalized touches
Never miss a follow-up with automated reminder creation
Owner, Admin, Manager, Member roles with custom permission sets
Control access: all data, team data, own data only, or none
Email invites with subscription-based seat limits
Organize teams with icons, colors, and member assignments
See who's viewing records in real-time with status indicators
Search and filter members by department, role, or status
Customizable KPIs with pipeline overview, revenue trends, and AI activity
Conversation metrics, AI vs human ratios, qualification rates, escalations
Revenue by period, cost breakdown, profit margins, outstanding invoices
Track FAQ usage, unmatched questions, and auto-suggest new FAQs
Delivery rates, read rates, and per-message status tracking
Compare 7-day, 30-day, 90-day periods with change indicators
Auto-import leads from Facebook & Instagram Lead Ads in real-time
Capture leads from TikTok Instant Forms automatically
Email-to-lead rules with form detection (Contact Form 7, Gravity, etc.)
Trigger workflows instantly when leads arrive from any ad platform
Automatic tagging and pipeline assignment per marketing channel
See all your marketing leads in one unified pipeline
Join thousands of businesses using CMG Workflow CRM to automate their sales, qualify leads with AI, and close more deals.