462 lines
18 KiB
QBasic
462 lines
18 KiB
QBasic
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REM CRM Automations - Follow-ups, Collections, Lead Nurturing, Sales Pipeline
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REM Scheduled jobs that run automatically to handle common CRM workflows.
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REM Uses the new attendance keywords for queue integration.
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REM
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REM Schedules:
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REM SET SCHEDULE "follow-ups", "0 9 * * 1-5" (9am weekdays)
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REM SET SCHEDULE "collections", "0 8 * * 1-5" (8am weekdays)
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REM SET SCHEDULE "lead-nurture", "0 10 * * 1-5" (10am weekdays)
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REM SET SCHEDULE "pipeline-review", "0 14 * * 5" (2pm Fridays)
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PARAM job_name AS STRING LIKE "follow-ups" DESCRIPTION "Job to run: follow-ups, collections, lead-nurture, pipeline-review, all"
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DESCRIPTION "Automated CRM workflows for follow-ups, collections, lead nurturing, and pipeline management"
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PRINT "=== CRM Automations Starting: " + job_name + " ==="
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PRINT "Time: " + FORMAT(NOW(), "yyyy-MM-dd HH:mm:ss")
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results = {}
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results.job = job_name
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results.started_at = NOW()
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results.actions = []
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' =====================================================================
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' FOLLOW-UPS - Automated follow-up sequences
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' =====================================================================
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IF job_name = "follow-ups" OR job_name = "all" THEN
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PRINT ""
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PRINT "--- Running Follow-ups ---"
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' 1-day follow-up: Thank you message for new leads
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leads_1_day = FIND "leads", "status='new' AND DATEDIFF(NOW(), created_at) = 1"
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PRINT "1-day follow-ups: " + UBOUND(leads_1_day)
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FOR EACH lead IN leads_1_day
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' Send thank you message
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IF lead.phone IS NOT NULL THEN
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SEND TEMPLATE lead.phone, "follow_up_thanks", {
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"name": lead.name,
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"interest": lead.interest OR "our services"
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}
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END IF
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IF lead.email IS NOT NULL THEN
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SEND MAIL lead.email, "Obrigado pelo seu interesse!", "Olá " + lead.name + ",\n\nObrigado por entrar em contato conosco. Estamos à disposição para ajudá-lo.\n\nAtenciosamente,\nEquipe de Vendas"
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END IF
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' Update lead status
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UPDATE "leads", "id='" + lead.id + "'", {
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"status": "contacted",
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"last_contact": NOW(),
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"follow_up_1_sent": NOW()
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}
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' Log activity
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SAVE "activities", {
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"type": "follow_up",
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"lead_id": lead.id,
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"description": "1-day thank you sent",
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"created_at": NOW()
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}
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APPEND results.actions, {"type": "follow_up_1", "lead": lead.name}
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NEXT
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' 3-day follow-up: Value proposition
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leads_3_day = FIND "leads", "status='contacted' AND DATEDIFF(NOW(), last_contact) = 3 AND follow_up_3_sent IS NULL"
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PRINT "3-day follow-ups: " + UBOUND(leads_3_day)
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FOR EACH lead IN leads_3_day
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IF lead.phone IS NOT NULL THEN
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SEND TEMPLATE lead.phone, "follow_up_value", {
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"name": lead.name,
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"interest": lead.interest OR "our services"
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}
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END IF
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UPDATE "leads", "id='" + lead.id + "'", {
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"last_contact": NOW(),
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"follow_up_3_sent": NOW()
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}
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SAVE "activities", {
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"type": "follow_up",
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"lead_id": lead.id,
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"description": "3-day value proposition sent",
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"created_at": NOW()
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}
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APPEND results.actions, {"type": "follow_up_3", "lead": lead.name}
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NEXT
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' 7-day follow-up: Special offer for hot leads
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leads_7_day = FIND "leads", "status IN ('contacted', 'nurturing') AND DATEDIFF(NOW(), last_contact) = 7 AND follow_up_7_sent IS NULL AND score >= 50"
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PRINT "7-day follow-ups: " + UBOUND(leads_7_day)
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FOR EACH lead IN leads_7_day
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IF lead.phone IS NOT NULL THEN
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SEND TEMPLATE lead.phone, "follow_up_offer", {
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"name": lead.name,
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"discount": "10%"
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}
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END IF
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UPDATE "leads", "id='" + lead.id + "'", {
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"status": "offer_sent",
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"last_contact": NOW(),
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"follow_up_7_sent": NOW()
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}
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' Alert sales for hot leads
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IF lead.score >= 70 THEN
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attendants = GET ATTENDANTS "online"
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FOR EACH att IN attendants.items
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IF att.department = "commercial" OR att.preferences CONTAINS "sales" THEN
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SEND MAIL att.email, "🔥 Hot Lead Follow-up: " + lead.name, "Lead " + lead.name + " recebeu oferta de 7 dias.\nScore: " + lead.score + "\nTelefone: " + lead.phone + "\n\nRecomendado: Entrar em contato nas próximas 24h."
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END IF
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NEXT
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END IF
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APPEND results.actions, {"type": "follow_up_7", "lead": lead.name, "score": lead.score}
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NEXT
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results.follow_ups_completed = UBOUND(leads_1_day) + UBOUND(leads_3_day) + UBOUND(leads_7_day)
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PRINT "Follow-ups completed: " + results.follow_ups_completed
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END IF
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' =====================================================================
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' COLLECTIONS - Automated payment reminders (Cobranças)
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' =====================================================================
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IF job_name = "collections" OR job_name = "all" THEN
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PRINT ""
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PRINT "--- Running Collections ---"
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' Due today: Friendly reminder
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due_today = FIND "invoices", "status='pending' AND due_date = CURDATE()"
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PRINT "Due today: " + UBOUND(due_today)
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FOR EACH invoice IN due_today
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customer = FIND "customers", "id='" + invoice.customer_id + "'"
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IF customer.phone IS NOT NULL THEN
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SEND TEMPLATE customer.phone, "payment_due_today", {
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"name": customer.name,
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"invoice_id": invoice.id,
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"amount": FORMAT(invoice.amount, "R$ #,##0.00")
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}
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END IF
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SAVE "collection_log", {
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"invoice_id": invoice.id,
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"action": "reminder_due_today",
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"created_at": NOW()
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}
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APPEND results.actions, {"type": "payment_reminder", "customer": customer.name, "days": 0}
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NEXT
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' 3 days overdue: First notice
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overdue_3 = FIND "invoices", "status='pending' AND DATEDIFF(NOW(), due_date) = 3"
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PRINT "3 days overdue: " + UBOUND(overdue_3)
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FOR EACH invoice IN overdue_3
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customer = FIND "customers", "id='" + invoice.customer_id + "'"
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IF customer.phone IS NOT NULL THEN
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SEND TEMPLATE customer.phone, "payment_overdue_3", {
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"name": customer.name,
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"invoice_id": invoice.id,
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"amount": FORMAT(invoice.amount, "R$ #,##0.00")
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}
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END IF
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IF customer.email IS NOT NULL THEN
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SEND MAIL customer.email, "Pagamento Pendente - Fatura #" + invoice.id, "Prezado(a) " + customer.name + ",\n\nSua fatura #" + invoice.id + " no valor de R$ " + invoice.amount + " está vencida há 3 dias.\n\nPor favor, regularize o pagamento para evitar encargos adicionais.\n\nEm caso de dúvidas, entre em contato conosco.\n\nAtenciosamente,\nDepartamento Financeiro"
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END IF
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UPDATE "invoices", "id='" + invoice.id + "'", {
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"first_notice_sent": NOW()
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}
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SAVE "collection_log", {
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"invoice_id": invoice.id,
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"action": "first_notice",
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"created_at": NOW()
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}
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APPEND results.actions, {"type": "collection_notice_1", "customer": customer.name}
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NEXT
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' 7 days overdue: Second notice with urgency
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overdue_7 = FIND "invoices", "status='pending' AND DATEDIFF(NOW(), due_date) = 7"
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PRINT "7 days overdue: " + UBOUND(overdue_7)
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FOR EACH invoice IN overdue_7
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customer = FIND "customers", "id='" + invoice.customer_id + "'"
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IF customer.phone IS NOT NULL THEN
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SEND TEMPLATE customer.phone, "payment_overdue_7", {
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"name": customer.name,
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"invoice_id": invoice.id,
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"amount": FORMAT(invoice.amount, "R$ #,##0.00")
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}
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END IF
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UPDATE "invoices", "id='" + invoice.id + "'", {
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"second_notice_sent": NOW()
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}
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' Notify collections team
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SEND MAIL "cobranca@company.com", "Cobrança 7 dias: " + customer.name, "Cliente: " + customer.name + "\nFatura: " + invoice.id + "\nValor: R$ " + invoice.amount + "\nTelefone: " + customer.phone
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SAVE "collection_log", {
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"invoice_id": invoice.id,
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"action": "second_notice",
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"created_at": NOW()
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}
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APPEND results.actions, {"type": "collection_notice_2", "customer": customer.name}
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NEXT
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' 15 days overdue: Final notice + queue for human call
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overdue_15 = FIND "invoices", "status='pending' AND DATEDIFF(NOW(), due_date) = 15"
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PRINT "15 days overdue: " + UBOUND(overdue_15)
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FOR EACH invoice IN overdue_15
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customer = FIND "customers", "id='" + invoice.customer_id + "'"
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' Calculate late fees
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late_fee = invoice.amount * 0.02
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interest = invoice.amount * 0.01 * 15
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total_due = invoice.amount + late_fee + interest
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IF customer.phone IS NOT NULL THEN
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SEND TEMPLATE customer.phone, "payment_final_notice", {
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"name": customer.name,
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"invoice_id": invoice.id,
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"total": FORMAT(total_due, "R$ #,##0.00")
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}
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END IF
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UPDATE "invoices", "id='" + invoice.id + "'", {
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"late_fee": late_fee,
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"interest": interest,
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"total_due": total_due,
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"final_notice_sent": NOW()
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}
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' Create task for human follow-up call
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CREATE TASK "Ligar para cliente: " + customer.name + " - Cobrança 15 dias", "cobranca@company.com", NOW()
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' Find finance attendant and assign
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attendants = GET ATTENDANTS
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FOR EACH att IN attendants.items
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IF att.department = "finance" OR att.preferences CONTAINS "collections" THEN
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' Create session for outbound call
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SAVE "outbound_queue", {
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"customer_id": customer.id,
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"customer_name": customer.name,
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"customer_phone": customer.phone,
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"reason": "collection_15_days",
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"invoice_id": invoice.id,
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"amount_due": total_due,
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"assigned_to": att.id,
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"priority": "high",
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"created_at": NOW()
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}
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END IF
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NEXT
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SAVE "collection_log", {
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"invoice_id": invoice.id,
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"action": "final_notice",
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"total_due": total_due,
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"created_at": NOW()
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}
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APPEND results.actions, {"type": "collection_final", "customer": customer.name, "total": total_due}
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NEXT
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' 30+ days: Send to legal/collections agency
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overdue_30 = FIND "invoices", "status='pending' AND DATEDIFF(NOW(), due_date) >= 30 AND status <> 'collections'"
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PRINT "30+ days overdue: " + UBOUND(overdue_30)
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FOR EACH invoice IN overdue_30
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customer = FIND "customers", "id='" + invoice.customer_id + "'"
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UPDATE "invoices", "id='" + invoice.id + "'", {
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"status": "collections",
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"sent_to_collections": NOW()
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}
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UPDATE "customers", "id='" + customer.id + "'", {
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"status": "suspended"
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}
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SEND MAIL "juridico@company.com", "Inadimplência 30+ dias: " + customer.name, "Cliente enviado para cobrança jurídica.\n\nCliente: " + customer.name + "\nFatura: " + invoice.id + "\nValor total: R$ " + invoice.total_due + "\nDias em atraso: " + DATEDIFF(NOW(), invoice.due_date)
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SAVE "collection_log", {
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"invoice_id": invoice.id,
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"action": "sent_to_legal",
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"created_at": NOW()
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}
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APPEND results.actions, {"type": "collection_legal", "customer": customer.name}
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NEXT
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results.collections_processed = UBOUND(due_today) + UBOUND(overdue_3) + UBOUND(overdue_7) + UBOUND(overdue_15) + UBOUND(overdue_30)
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PRINT "Collections processed: " + results.collections_processed
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END IF
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' =====================================================================
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' LEAD NURTURE - Re-engage cold leads
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' =====================================================================
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IF job_name = "lead-nurture" OR job_name = "all" THEN
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PRINT ""
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PRINT "--- Running Lead Nurture ---"
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' Find cold leads that haven't been contacted in 30 days
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cold_leads = FIND "leads", "status IN ('cold', 'nurturing') AND DATEDIFF(NOW(), last_contact) >= 30 AND DATEDIFF(NOW(), last_contact) < 90"
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PRINT "Cold leads to nurture: " + UBOUND(cold_leads)
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FOR EACH lead IN cold_leads
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' Send nurture content based on interest
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content_type = "general"
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IF lead.interest CONTAINS "pricing" OR lead.interest CONTAINS "preço" THEN
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content_type = "pricing_update"
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ELSE IF lead.interest CONTAINS "feature" OR lead.interest CONTAINS "funcionalidade" THEN
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content_type = "feature_update"
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END IF
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IF lead.email IS NOT NULL THEN
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SEND TEMPLATE lead.email, "nurture_" + content_type, {
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"name": lead.name,
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"company": lead.company
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}
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END IF
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UPDATE "leads", "id='" + lead.id + "'", {
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"last_contact": NOW(),
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"nurture_count": (lead.nurture_count OR 0) + 1
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}
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SAVE "activities", {
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||
|
|
"type": "nurture",
|
||
|
|
"lead_id": lead.id,
|
||
|
|
"description": "Nurture email sent: " + content_type,
|
||
|
|
"created_at": NOW()
|
||
|
|
}
|
||
|
|
|
||
|
|
APPEND results.actions, {"type": "nurture", "lead": lead.name, "content": content_type}
|
||
|
|
NEXT
|
||
|
|
|
||
|
|
' Archive very old leads (90+ days, low score)
|
||
|
|
stale_leads = FIND "leads", "DATEDIFF(NOW(), last_contact) >= 90 AND score < 30 AND status <> 'archived'"
|
||
|
|
PRINT "Stale leads to archive: " + UBOUND(stale_leads)
|
||
|
|
|
||
|
|
FOR EACH lead IN stale_leads
|
||
|
|
UPDATE "leads", "id='" + lead.id + "'", {
|
||
|
|
"status": "archived",
|
||
|
|
"archived_at": NOW(),
|
||
|
|
"archive_reason": "No engagement after 90 days"
|
||
|
|
}
|
||
|
|
|
||
|
|
APPEND results.actions, {"type": "archive", "lead": lead.name}
|
||
|
|
NEXT
|
||
|
|
|
||
|
|
results.leads_nurtured = UBOUND(cold_leads)
|
||
|
|
results.leads_archived = UBOUND(stale_leads)
|
||
|
|
PRINT "Leads nurtured: " + results.leads_nurtured + ", Archived: " + results.leads_archived
|
||
|
|
END IF
|
||
|
|
|
||
|
|
' =====================================================================
|
||
|
|
' PIPELINE REVIEW - Weekly pipeline analysis
|
||
|
|
' =====================================================================
|
||
|
|
IF job_name = "pipeline-review" OR job_name = "all" THEN
|
||
|
|
PRINT ""
|
||
|
|
PRINT "--- Running Pipeline Review ---"
|
||
|
|
|
||
|
|
' Get all active opportunities
|
||
|
|
opportunities = FIND "opportunities", "stage NOT IN ('closed_won', 'closed_lost')"
|
||
|
|
PRINT "Active opportunities: " + UBOUND(opportunities)
|
||
|
|
|
||
|
|
' Calculate pipeline metrics
|
||
|
|
total_value = 0
|
||
|
|
weighted_value = 0
|
||
|
|
stale_count = 0
|
||
|
|
at_risk_count = 0
|
||
|
|
|
||
|
|
FOR EACH opp IN opportunities
|
||
|
|
total_value = total_value + opp.amount
|
||
|
|
weighted_value = weighted_value + (opp.amount * opp.probability / 100)
|
||
|
|
|
||
|
|
' Check for stale opportunities
|
||
|
|
days_since_activity = DATEDIFF(NOW(), opp.last_activity)
|
||
|
|
IF days_since_activity > 14 THEN
|
||
|
|
stale_count = stale_count + 1
|
||
|
|
|
||
|
|
' Alert owner
|
||
|
|
owner = FIND "attendants", "id='" + opp.owner_id + "'"
|
||
|
|
IF owner IS NOT NULL AND owner.email IS NOT NULL THEN
|
||
|
|
SEND MAIL owner.email, "⚠️ Oportunidade Estagnada: " + opp.name, "A oportunidade '" + opp.name + "' está sem atividade há " + days_since_activity + " dias.\n\nValor: R$ " + opp.amount + "\nEstágio: " + opp.stage + "\n\nPor favor, atualize o status ou registre uma atividade."
|
||
|
|
END IF
|
||
|
|
|
||
|
|
' Create task
|
||
|
|
CREATE TASK "Atualizar oportunidade: " + opp.name, owner.email, NOW()
|
||
|
|
|
||
|
|
APPEND results.actions, {"type": "stale_alert", "opportunity": opp.name, "days": days_since_activity}
|
||
|
|
END IF
|
||
|
|
|
||
|
|
' Check for at-risk (past close date)
|
||
|
|
IF opp.close_date < NOW() THEN
|
||
|
|
at_risk_count = at_risk_count + 1
|
||
|
|
|
||
|
|
UPDATE "opportunities", "id='" + opp.id + "'", {
|
||
|
|
"at_risk": TRUE,
|
||
|
|
"risk_reason": "Past expected close date"
|
||
|
|
}
|
||
|
|
END IF
|
||
|
|
NEXT
|
||
|
|
|
||
|
|
' Generate weekly report
|
||
|
|
report = "📊 PIPELINE SEMANAL\n"
|
||
|
|
report = report + "════════════════════════════════════════\n\n"
|
||
|
|
report = report + "Total Pipeline: R$ " + FORMAT(total_value, "#,##0.00") + "\n"
|
||
|
|
report = report + "Valor Ponderado: R$ " + FORMAT(weighted_value, "#,##0.00") + "\n"
|
||
|
|
report = report + "Oportunidades Ativas: " + UBOUND(opportunities) + "\n"
|
||
|
|
report = report + "Estagnadas (14+ dias): " + stale_count + "\n"
|
||
|
|
report = report + "Em Risco: " + at_risk_count + "\n\n"
|
||
|
|
|
||
|
|
' Top 5 opportunities
|
||
|
|
top_opps = FIND "opportunities", "stage NOT IN ('closed_won', 'closed_lost') ORDER BY amount DESC LIMIT 5"
|
||
|
|
report = report + "TOP 5 OPORTUNIDADES:\n"
|
||
|
|
FOR EACH opp IN top_opps
|
||
|
|
report = report + "• " + opp.name + " - R$ " + FORMAT(opp.amount, "#,##0.00") + " (" + opp.probability + "%)\n"
|
||
|
|
NEXT
|
||
|
|
|
||
|
|
' Send to sales leadership
|
||
|
|
SEND MAIL "vendas@company.com", "Pipeline Semanal - " + FORMAT(NOW(), "dd/MM/yyyy"), report
|
||
|
|
|
||
|
|
results.pipeline_total = total_value
|
||
|
|
results.pipeline_weighted = weighted_value
|
||
|
|
results.stale_opportunities = stale_count
|
||
|
|
results.at_risk = at_risk_count
|
||
|
|
PRINT "Pipeline review completed. Total: R$ " + total_value
|
||
|
|
END IF
|
||
|
|
|
||
|
|
' =====================================================================
|
||
|
|
' FINISH
|
||
|
|
' =====================================================================
|
||
|
|
results.completed_at = NOW()
|
||
|
|
results.duration_seconds = DATEDIFF("second", results.started_at, results.completed_at)
|
||
|
|
|
||
|
|
PRINT ""
|
||
|
|
PRINT "=== CRM Automations Completed ==="
|
||
|
|
PRINT "Duration: " + results.duration_seconds + " seconds"
|
||
|
|
PRINT "Actions taken: " + UBOUND(results.actions)
|
||
|
|
|
||
|
|
' Log results
|
||
|
|
SAVE "automation_logs", results
|
||
|
|
|
||
|
|
RETURN results
|