PAIN 01
The same manual steps repeat dozens of times a day and consume team time.
Automations
Automate the repeated steps so the team can focus.
Trigger-based workflows that handle lead routing, follow-up sequences, pipeline updates, review requests, and internal tasks without manual effort.
Automation flow
RunningTRIGGER
Form submitted
ACTION
Send SMS confirmation
BRANCH
Qualified lead?
Yes →No →
ACTION
Add to CRM
ACTION
Assign to rep
The problem
Where the friction usually shows up.
PAIN 02
Leads wait hours for follow-up because someone has to remember to send it.
PAIN 03
Internal handoffs get dropped because there is no trigger to pass the baton.
PAIN 04
Pipeline stages and records stay out of date because updates require data entry.
What the data says
88%
of organizations report regular AI use in at least one business function.
AI is common now, but the value comes from putting it inside real workflows.
Source: McKinsey State of AI 2025The solution
What this product does for the team.
FEAT 01
Workflow Builder
FEAT 02
Trigger-Based Actions
FEAT 03
Lead Routing
FEAT 04
Follow-Up Sequences
FEAT 05
Pipeline Stage Automation
FEAT 06
Review Request Triggers
All features
Everything included in this product.
01
Workflow Builder
A visual builder for creating multi-step automations triggered by contact actions, form submissions, or pipeline changes.
02
Trigger-Based Actions
Start any workflow automatically the moment a contact takes an action, hits a stage, or meets a condition.
03
Lead Routing
Assign new leads to the right team member based on source, service type, location, or custom rules.
04
Follow-Up Sequences
Send timed SMS and email follow-up automatically after a lead comes in, a form is submitted, or an appointment is booked.
05
Pipeline Stage Automation
Move contacts through pipeline stages automatically when they take specific actions or complete steps.
06
Review Request Triggers
Send review requests at the right moment — after a job is complete, an invoice is paid, or a service is delivered.
07
Task Creation
Create and assign tasks automatically so the team always knows what needs to happen next.
08
Internal Notifications
Alert the right team member the moment a lead is assigned, a deal moves, or an action needs attention.
Direct impact
What changes when this is in place.
01
Follow-up starts within minutes because it runs automatically.
02
No manual steps are needed for common, repeated workflows.
03
Pipeline stays current without requiring team data entry.
04
The team is notified at the right moment instead of chasing updates.
Get started
Want the repeated parts of your process to run without manual effort?
Tell us which steps the team does manually every day and how long they take.