Workflows in a CRM can be tailored to fit how a business works. Teams can set rules for lead assignment, approvals, task automation, and notifications. Actions like sending emails or updating records can be triggered automatically. Visual workflow editors make it simple to create and adjust processes without coding. Adding custom fields, stages, and conditions is possible in the best open source CRM system. The best open source CRM system helps teams follow steps consistently, reduce mistakes, save time, and keep operations smooth across sales, marketing, and support.