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Posted June 10, 2020
Client Relationship Management (CRM) Automation
Client Relationship Management (CRM) Automation is a PCR Educator feature within Family Actions, Contact Actions, and Customer Actions that allows schools to associate a contact with a predefined sequence of follow-up steps, where each action triggers automatically based on the outcome of the previous one.

In addition to scheduling or recording individual activities, CRM Automation supports building decision trees for structured outreach. For example, a school can predefine a volunteering track with the following steps: Volunteering Inquiry, Volunteering Inquiry Confirmation Email, Volunteering Call, Volunteering Interview, and Volunteering Assignment. Once a family completes the Volunteering Inquiry form, the Confirmation Email is sent automatically.

Standard actions available through Family Actions, Contact Actions, and Customer Actions include scheduling calls, generating automated emails, creating personalized touchpoints, and recording activity at the family or customer level.
Update

Back with the ATLIS Community

1 min read · Updated May 04, 2026

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