The CRM that
updates itself.
Create clear trigger-and-action rules for routine CRM work: assign tasks, update supported fields, and add comments without code.
Set it once.
Keep the pipeline moving.
Turn on Proposal follow-up once, and every deal that reaches Proposal gets its next task automatically. Add conditions, run actions in order, and keep every enabled rule visible to the team.
- Trigger rules when deals are created, updated, or change stage
- Add up to 5 conditions and run actions in sequence
- Built-in protection prevents automation loops
- Admin-controlled rules, visible to the whole team
"Works perfectly for my use cases. Other CRMs on the market are complex and have too many features I do not need."
A practical replacement for scattered sales work.
What this replaces
Manual task creation, repetitive field updates, and reminders that depend on someone remembering.
Why Teamopipe is different
Rules stay readable and close to the pipelines they update, without requiring a separate automation project.
Build a rule in a minute
Automate the handoff, not the relationship.
The best rules remove predictable admin while keeping people responsible for judgment, customer communication, and the next sales decision.
New-deal setup
Use a supported trigger to assign ownership, add a standard task, or set a required field.
Stage handoff
When a deal moves, create the next piece of work so the process does not pause between people.
Won or lost
Update supported records and create follow-up work when the opportunity reaches an outcome.
Data consistency
Apply predictable updates so key fields do not depend on someone remembering every step.
Internal reminders
Turn important changes into visible work instead of hoping somebody notices them.
Test before activating
Start with one narrow rule, verify the outcome, and expand only after the logic is clear.
Simple rules are easier to trust.
A reliable automation has a clear trigger, limited conditions, and an outcome the team can recognize immediately.
| Part | Question to ask | Example |
|---|---|---|
| Trigger | What specific event starts the rule? | A deal is created or its stage changes. |
| Conditions | Which records should qualify? | Only a selected pipeline, owner, tag, or field value. |
| Action | What supported update should Teamopipe make? | Create a task, update a field, or assign a record. |
| Owner | Who notices if the rule produces the wrong result? | Name one admin responsible for reviewing active rules. |
| Review | How will you know it still matches the process? | Check rules whenever stages, fields, or responsibilities change. |
3 automations per workspace on Starter, 10 on Growth, 25 on Pro. Zapier is included on every plan for app-to-app workflows.
Common questions
Start your 14-day Teamopipe trial.
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