Autopilot: Put the repeatable work on Autopilot.

Describe the sales task once. Done CRM checks for the right moment and reminds the right person, so deals keep moving when the day gets busy.

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Repeatable sales work, handled for you.

An Autopilot rule checking quiet deals and sending an owner reminder
  • Start with a familiar job.Use a template for the work you repeat.
  • Use ordinary words.Describe the rule the way you would say it.
  • Keep deals moving.Put the reminder with the right owner.
Start with the work you already do

Make the repeatable parts feel lighter.

You already know the sales jobs that keep coming back. Describe one once, then let Done CRM check for the moment and keep the owner moving.

  1. Autopilot templates for common sales follow-up jobs
    Start with a template

    Start with a job you already know.

    Pick a ready-made reminder and make it yours.

  2. A plain-language Autopilot rule for quiet deals
    Use ordinary words

    Tell Done CRM what should happen.

    “Remind me when a deal has no update in 14 days” is enough to begin.

  3. A completed Autopilot run reminding an owner to follow up
    See the result

    Keep the next conversation from slipping.

    Done CRM checks the deals and reminds the owner when one goes quiet.

Make it fit your business. Autopilot handles the repeatable check. Your team still owns the relationship and the conversation that follows.

A simple way to use it

One rule, four useful moments.

Set up the job while the problem is clear, then let the result arrive where the owner already works.

  1. 01Choose “Chase quiet leads”
  2. 02Describe the 14-day rule
  3. 03Activate the job
  4. 04See “Follow up with Amara” as the result
Keep going

Give every reminder the right context.

Customers & SalesKeep the owner, deal and next step together.Email & CampaignsTurn a reminder into a personal follow-up.AI AssistantAsk for the answer when the work needs a human decision.
Questions, answered

A few things people ask before they start.

Yes. Choose a ready-made sales reminder, then adjust it to match the way your team works.
Triggers can use the customer and sales information in your workspace. The available options are shown when you set up a job.
Use the connected tools available in your workspace when a job needs information or an action outside Done CRM.
Yes. Review the run history so you can see what Done CRM checked and which reminder it sent.

See your sales day in Done CRM.

See a repeatable sales task run without another reminder in your head — start a free trial, or book a meeting and we will walk you through it.

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