Scriptera
Agile CRM and Compass automations
Ready-made scenarios where Agile CRM and Compass work for you: pick one — a copy appears in your account and runs on its own.
Agile CRM
Compass42 scenarios
- New Agile CRM contacts — into Compass audiences
- Contacts from Agile CRM into Compass audiences
- A booked meeting — a CRM task and a reminder
- A daily birthday reminder to your messenger
- A weekly leads-and-deals report — to your messenger
- Lead scoring and routing: hot leads straight to sales
- A task and an alert on every deal move in your CRM
- Which channel brings deals — a per-source breakdown in compass
- Inbound leads scored, with alerts and draft replies for the hot ones
- New-lead handling: CRM entry, team alert and reminder
- Cold deals close themselves — and bring back feedback
- Client onboarding from a single form: folder, contact, channel, tasks
- High-value lead alerts — to chat, sheet and calendar
- Sales cycle analysis and recommendations — automatic
- Hiring spikes at your accounts — straight to team chat
- Contract renewal reminders: an email to the client, a task for the rep
- Scoring and routing leads from form submissions
- Morning briefs for your meetings — who and where from
- Capture and route leads from every channel
- Client renewal reminders — ahead of time
- A client deck built from a call recording — automatically
- Collect client reviews and summarize them to chat automatically
- Automatic follow-ups on stalled deals
- Re-engage stalled leads with a ready-made email
- Enrich leads and get alerts on strong ones
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- A sales leaderboard with a personal word to the team — automatically
- Score event RSVPs and route them to sales
- Website leads — enrichment, scoring and routing to CRM
- Meeting prep that arrives on its own — contact, deals, company and talking points
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Client onboarding after a won deal
- Invoices from email into accounting, with approval
- Morning reminders of birthdays and name days
- Tell customers their bug is fixed — the moment the issue closes
- Incoming lead sorting and routing — automatically
- An end-of-day report — written by AI and sent for you
- Lead verification, enrichment and sorting — automatically
- Meeting recording → tasks, a client email and an updated CRM record
- Feedback triage and customer replies — automatically
- Every sale — logged, a ping to you and a thank-you to the buyer
