Solutions / Automation
The automation that runs your follow up while you sleep.
Drag and drop workflow builder. Trigger anything based on tag, form, page visit, or pipeline stage. Reach contacts across email, SMS, and ringless voicemail in one flow.
Workflow templates that ship in the box
- New lead intake, instant SMS, day one email, day three call task.
- Quote sent, follow up sequence over fourteen days.
- Appointment confirmation, reminder SMS, no show recovery.
- Won deal, kickoff email, customer portal invite, review request sixty days later.
- Lost deal, nurture re engagement six months out.
Why automation matters
Most leads do not close on the first touch. They close on the seventh, ninth, eleventh. Manual follow up at that volume is impossible. Automation makes it routine.