Workflow Engine

Never Drop the Ball
Ever Again.

Consistent follow-up wins deals. Build complex multi-channel campaigns that stop automatically when a lead responds.

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ChosenCRM Automation dashboard showing workflows, drip campaigns, and automated sequences

Smart Pause

Campaigns automatically stop when a lead replies via text, email, or phone.

Milestone Updates

Automatically notify realtors and borrowers when a loan moves from Processing to Underwriting.

Birthday & Holidays

Keep your past database engaged with automated greeting cards and emails.