Sales automation
Create consistent sales actions, keep opportunities visible and support timely follow-up.
Business process automation
Automate the repetitive. Keep people focused on the work that matters.
Turn everyday processes into connected workflows that move from enquiry to action without the usual manual handovers.
Automation canvas
Active workflow0101
Trigger
Enquiry received
0202
Rules
Route by enquiry
0303
Action
Create work and respond
0404
Outcome
Follow-up stays moving
Automation in plain English
Set the process once. Let the system help it happen.
When an event occurs, 3G Business applies your practical rules and creates the next action. That might be assigning work, sending a message, preparing a document or updating the customer file.
Trigger
A business event starts the process
Rules
Customer context decides what follows
Action
Work, messages or documents are created
Outcome
The next step stays visible
3G Business
Across the business
Automation for sales, service, communication and admin.
AutoPilot marketing
Use connected customer information for lead nurturing, repeat business, up-selling, cross-selling and seasonal offers.
Admin automation
Move information and actions through a defined process instead of repeating routine tasks.
Lead nurturing
Keep communication moving after an enquiry without relying on memory alone.
Appointment confirmations
Support scheduled communication and confirmations around appointments and service work.
Workflow and actions
Create actions, assign responsibility and maintain visibility from one stage to the next.
Documents and messaging
Generate and connect documents and messages to the customer, job and workflow.
Practical workflow examples
Small automations can connect an entire customer journey.
SALES ENQUIRY
From new lead to owned follow-up.
1
Web or partner enquiry received
2
Customer file and sales actions created
3
Response sent and documents attached
4
Follow-up continues through the pipeline
SERVICE APPOINTMENT
From booking to completed job.
1
Appointment and resources selected
2
SMS confirmation prepared
3
Job details sent to field staff
4
Invoice and follow-up connected
Guided implementation
Build the connected process in practical stages.
3G Business setup can bring your data, enquiries, communication templates and workflow design together before the team starts working in the system.
Data and fields
Set up the customer information your process relies on.
Enquiry connection
Bring web leads and partner referrals into the system.
Templates
Prepare the messages and documents used along the way.
Workflow design
Define stages, actions, ownership and follow-up.
A clearer way forward
Find the repetitive work worth automating
Book a demonstration focused on the processes your team handles every day.