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

Powered by The Idea Farm.

Navigation

Contact Us

9am - 5pm EST, Weekdays

© 2022 Ideal - All Rights Reserved.