EthosCRM Logo
Why EthosCRM dropdown
Pricing Login
Sign Up

Automation

img
automations

One of the largest opportunities to claw back your team’s time comes from automating time consuming tasks that are performed manually on a regular basis. On our platform we’ve built an automation engine that allows you to build the processes that make sense for your organization, and regain the time wasted on doing those tasks manually.

Line decoration
Rapid Duplicate Management

Feature Spotlight

Rapid Duplicate Management

Data-hygiene has never been easier, with Ethos’ comprehensive duplicate detection algorithm. Easily merge duplicate records & keep your database clean!

Rapid Duplicate Management 2

Feature Spotlight

Rapid Duplicate Management 2

Data-hygiene has never been easier, with Ethos’ comprehensive duplicate detection algorithm. Easily merge duplicate records & keep your database clean!

Flexible Automation
Flexible Automation

Flexible Automation

Automation is built into the fabric of Ethos, allowing you to go beyond standard automation needs and build workflows tailored to your organization. Reclaim your staff’s time by automating tasks that previously had to be done manually, or expand your impact by creating new processes that were capacity limited before.

Simple Visual Builder
Simple Visual Builder

Simple Visual Builder

No arcane technical knowledge needed here! Ethos’ visual automation builder lets you easily construct and visualize automations intuitively. Drag and drop each automation step into the workspace and convert previously time consuming manual tasks into automatic processes that run flawlessly.

Powerful Workflow Options
Powerful Workflow Options

Powerful Workflow Options

Trigger automations via a variety of actions, and even move donors from one automation to another based on their progress through the previous automation. Split, add waiting periods and more as donors move their way through automations and trigger communications, profile updates or tasks based on the outcome of the automation.