Great news! A new raft of automation blocks have now landed. Alongside all the existing blocks you can also automate sending your new prospects and clients a login, issuing factfinds, sending Form Buildr forms to complete, and requesting client signatures. We know that this will add many options for your automated onboarding and client review processes. (Also, a nifty little feature, if a client already has a login for example, the automation engine will simply skip this step rather than pausing the whole automation - hooray!)

We have brought our UI in line with other areas of Plannr so your Blueprints sit nicely on the Automations dashboard as a menu option, just like your document templates do in Doc Buildr.

There are now all-new trigger conditions and trigger filters too. The number of fields you can create a trigger condition against is now an extensive list - as well as - drumroll please - your custom fields too! This allows you to build automation blueprints to target exactly the client bank you need - and only when specific conditions are met. Very exciting!

Go and have a play, and as always if you need any Consultancy or training on building your new automations please do reach out to us at sales@plannrcrm.com to book in. Our support desk are also available for any questions you might have too!

We hope you love these improvements as much as we do!