What You Can Automate
Free up valuable time by automating routine CRM tasks like email follow-ups, lead assignment, and status updates.
Trigger workflows based on customer behavior — such as email opens, form submissions, or status changes.
Set up smart alerts and task creation rules to keep your team aligned and focused.
Create multi-step workflows that span sales, marketing, and support — all from one intuitive dashboard.
Build once and reuse: Clone automation templates for quick deployment across pipelines and teams.