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Workflow Automation
The follow-ups that fall through the cracks, automated
Set up rules once and let ImperaCRM handle the reminders, task creation, and notifications that used to depend on someone remembering.
What You Can Do
Starter Templates
Ready-made workflows for renewal reminders, birthday touchpoints, new client welcomes, and Medicare-eligibility outreach — add and customize in one click.
Trigger-Based Rules
Fire actions when a policy's effective date is filled in, a person is added, or any tracked field changes.
Task & Ownership Actions
Automatically create a task or reassign ownership when a workflow fires.
Webhook Actions
Push workflow events to external systems for teams that need CRM events elsewhere.
Email Templates
Pair workflows with a reusable library of email templates for consistent client communication.