Automations
Make Your Business Work For You.
Build powerful automations to customize your workflow, improve operational efficiency, and lead to better quality customer service.
Customize Your Flow
Workflows are the most customizable section in the entire software. You get to decide what gets automated, who gets notified, and how deep you want the automations to integrate with your workflow.
Hundreds of Options
With over two dozen triggers and twice as many actions, you have hundreds of options to customize your automations.
Trigger Links
Use Trigger Links to track who opens your links. You can even fire off workflows from a link being opened!
Detailed Logic
You can build workflows that take customers down multiple paths depending on their responses.
Feature Spotlight
Workflow Testing
With our testing module, it's easy to test out all your automations.
Run test contacts through your workflows, see where they're getting stuck or why your workflow isn't executing. Test how it will really look to customers before it goes live.
Power Your Sales Team
Use automations to build powerful sales pipelines to capture hot leads, craft personalized reach outs, schedule meetings, and even close sales.
More Features
We get it, this software does a LOT! But then again, so do you. Let's help you get your business back on track and better than ever with our suite of back office tools to help you go further, faster.
CRM
Customer Relationship Management Database
Conversations
Omni channel communications platform
Opportunities
Project and sales management pipelines
Memberships
Build and sell courses + workshops
Calendars
Book, sync, and schedule your meetings
Payments
Recurring payments, invoicing, + text-to-pay
Automation
Build seamless, automated workflows
Marketing
Email marketing, social media planner, + more
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