More clients to manage, less time to track it all
Forgotten follow-ups, tasks no one creates, activities that fall through the cracks. The problem isn't lack of effort: it's that some things should happen on their own. With Ingegno automations, repetitive activities are handled by the system.
What happens when everything depends on memory
The team works well, but some things slip through. A follow-up not done, a task not assigned, a customer left waiting. It's no one's fault: there's simply no system handling the things that repeat.
- Follow-ups forgotten because no one remembered to create the task
- Leads sitting idle because no one assigned them
- Activities that depend on 'remembering to do it' instead of clear rules
- Repeated mistakes because every time you start from scratch
- Processes that only work when the manager personally checks on them
Ingegno automations aren't about building complex systems. They're about ensuring important things always happen: the follow-up gets created, the lead gets assigned, the reminder goes out. Without depending on anyone's memory.
How it works in practice
Choose the trigger
What should start the automation? A new lead, a pipeline stage change, time passing, an incoming email.
Set the conditions
Add optional filters: only for deals above a certain value, only for customers in a category, only during specific hours.
Define the action
What should happen? Create a task, send an email, assign a lead, notify a colleague, update a field.
Why choose this feature
No follow-up forgotten
When a deal advances or a customer responds, the system automatically creates the next step. You don't have to remember anything.
The system creates activities for you
Tasks, reminders, notifications: everything is generated automatically based on simple rules you set once.
The same rules, applied every time
A new lead should always be assigned within an hour? Follow-up should happen after 3 days? Write the rule once, the system applies it forever.
Control without complexity
See what's happening, what's been done, what's pending. No black boxes, no surprises.
How it can help you
Follow-ups that don't get forgotten
After a call or demo, the system creates the follow-up task for the right day. You find it already in your list.
Leads assigned automatically
Every new lead gets assigned to the right salesperson, based on rules you've defined. No one stays without an owner.
Organized customer onboarding
When a deal closes, onboarding activities start automatically: welcome email, tasks for the team, billing reminders.
At-risk deal notifications
If a deal sits idle in a stage for too long, the system alerts the manager. No deal falls through the cracks.
Automatic escalations
A VIP customer doesn't get a response within 2 hours? The automation notifies the manager. Priorities are handled by the system, not by luck.
Automations that simplify, not complicate
The point isn't to build sophisticated systems. The point is that certain things need to happen every time, and they can't depend on someone remembering to do them.
With Ingegno, you define simple rules once. The system applies them every time they're needed, without errors and without forgetting.
The cost of forgetting
Every forgotten follow-up is a lost opportunity. Every unassigned lead is a potential customer waiting. Every uncreated task is a process that breaks.
The problem isn't the team's lack of effort. It's that humans aren't built to remember hundreds of micro-activities. Systems are.
A telling statistic
According to industry research, 44% of salespeople abandon a prospect after just one contact attempt. Not by choice, but because the follow-up doesn't get planned and ends up forgotten.
Concrete automation examples
Here are the most popular automations used by our customers:
Post-demo follow-up
Trigger: Deal advances to "Demo completed" stage Action: Create a follow-up task for 3 days later, assigned to the salespersonRound-robin lead assignment
Trigger: New lead enters the system Action: Assign to the next salesperson in rotation, send notificationStagnant deal alert
Trigger: A deal stays in the same stage for more than 14 days Action: Notify the Sales Manager and create a review taskAutomatic onboarding
Trigger: Deal closed as "Won" Action: Send welcome email, create delivery team tasks, schedule first check-inStart simple
Don't try to automate everything at once. Start with 2-3 automations for the most frequent problems (forgotten follow-ups, unassigned leads) and add gradually.
The visual editor: no code, no complexity
Creating an automation in Ingegno is simple:
- Choose the trigger - What starts the automation (new lead, stage change, time elapsed)
- Add conditions (optional) - Filters to narrow when the automation fires
- Define the action - What should happen (create task, send email, assign lead, notify)
The interface is visual, requires no code, and every automation can be tested in simulation before activation.
Simulation mode
Before activating an automation, you can test it in simulation. The system shows you exactly what would happen with real data, without actually executing the actions. So you know it works before putting it into production.
Logs and transparency: always know what's happening
Every automation execution is logged:
- When it triggered
- Why (which event started it)
- What it did (which action was executed)
- Result (success or error, with details)
If something doesn't work as expected, you see it immediately. No black boxes, no surprises.
Automations and pipeline: the winning combination
Automations work best with the pipeline:
- Stage change - When a deal advances, actions for the new stage kick in
- Stagnant deal - If a deal sits idle, the alert triggers
- Closure - When a deal is closed (won or lost), the next processes start
This means the pipeline isn't just a view: it's an engine that drives the team's work, automatically.
Integrations with email and calendar
Automations can:
- Send emails automatically (follow-ups, thank-yous, updates)
- Create events in the calendar (follow-up appointments, reminders)
- Update the pipeline (move deals, change probabilities)
All connected, all automatic, all tracked.
“I recovered 10 hours a week. Now follow-ups happen on their own and I don't forget anything.”
Davide Ricci
Account Manager, Pragma Consulting
Who this feature is for
It's useful if:
- You want to stop forgetting follow-ups and important activities
- You have processes that repeat and want them to work the same way every time
- You work in a team and want everyone to follow the same rules
- You prefer focusing on customers instead of internal management
You probably don't need it if:
- You're looking for an advanced automation platform with complex logic
- You want to write code or integrate external systems via API
- Your processes are all different and don't lend themselves to repeatable rules
Frequently asked questions
Measurable results
+45%
Follow-ups completed on time
-60%
Time on repetitive manual tasks
0
Missed critical follow-ups
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