Set it once.
Nurture forever.
[‘Multi-step drip sequences’, ‘Real-time dynamic segments’, ‘Smart links with auto-signin’] Automatically.
∞
Steps per Sequence
Live
Segment Refresh Rate
3
Recurrence Options
Pro
Automation Plan
Drip Sequences
Multi-step journeys that run themselves.
Build sequences once. They fire automatically when a contact matches the trigger — and stop the moment they convert. Onboarding, re-engagement, upsell — one sequence handles it all.
Dynamic Segments
Your audience, always current.
Segments that update themselves
Dynamic segments refresh automatically the moment a contact’s data changes. A buyer who reaches $500 LTV joins your VIP segment instantly — no cron job, no manual update.
Filter by anything you track
Text fields, number ranges, dates, tags, custom fields, purchase history — combine with AND/OR logic to build the exact audience you need.
Smart links with auto-signin
Trackable branded links that auto-sign contacts into your WordPress site on click. Perfect for course access, member areas, and personalised landing pages.
Also available in GemCRM
Automation is more powerful with the full stack
SMS in Sequences
Add SMS steps to email drip journeys for omnichannel follow-up.
WhatsApp in Sequences
Send WhatsApp messages as steps inside automated journeys.
Form Triggers
Form submissions auto-enroll contacts in sequences immediately.
Smart Links
Trackable branded links that auto-sign contacts into your site on click.
GemCRM Automation vs alternatives
Most WordPress plugins offer basic sequences. GemCRM adds dynamic segments, recurring campaigns, and smart links.
|
Feature |
GemCRM |
FluentCRM Pro |
ActiveCampaign Lite |
|
Multi-step drip sequences |
Pro |
Pro |
Yes |
|
Dynamic live segments |
Real-time |
Yes |
|
|
Recurring campaigns |
Daily/weekly/monthly |
Limited |
Yes |
|
Smart links (auto-signin) |
Pro |
||
|
SMS steps in sequences |
Pro |
Roadmap |
|
|
Per-subscriber fee |
None |
None |
Yes |
Who uses this
Every marketer who wants to stop doing things manually
Store Owners
Purchase journeysOnboard buyers, cross-sell at day 7, re-engage at 90 days — running automatically always.
Course Creators
Student journeysWelcome → tutorial → nudge → upsell. Automated from enrollment to upgrade.
Newsletter Publishers
Recurring sendsWeekly digest sent every Monday automatically to your full subscriber list.
B2B Sales Teams
Lead nurturingMove cold leads to warm over 14 days of automated emails triggered by pipeline stage.
Automation questions answered
Direct.
What can trigger a sequence?
New order, form submission, tag added, list join, product purchase, or any WooCommerce/LMS/EDD event.
Can I stop a sequence mid-way?
Yes — sequences stop automatically when a contact converts. You can also manually unenroll any contact.
What are recurring campaigns?
Campaigns that send on a fixed schedule — daily, weekly, or monthly — to a selected segment. Ideal for newsletters.
Is automation free?
Multi-step sequences, recurring campaigns, dynamic segments, and smart links are all GemCRM Pro features.