Give hands-on service, even when you’re off the clock
Cue up sequences of messages, files, and tasks to play by your rules and send when the time is right.
No credit card required
Reply to inquiries in seconds and
win more clients with automatic, personalized follow-ups.
Create custom Automations to match your process
- Send emails and files to clients, or create tasks
- Trigger based on client behaviors, dates, and other criteria
- Send automatically or set to approve before sending
- Get reminders when you have a task due or send to approve
Follow up instantly and win more clients
- Automatically respond to inquiries without lifting a finger
- Follow up with questionnaires, marketing materials, or a scheduling link
- Offboard clients with thank you’s, surveys, or request a review
Feels like you at every moment
- Incorporate your branded templates
- Route leads to specific automations based on their interest
- Approve before sending, so you can add personal details
- Delay actions by minutes, hours, days, or weeks
Put your communication on cruise control.
No credit card required
Features
To save you time
To delight your clients
To keep you organized
Automatic Follow Ups
Automatically reply to inquiries within a matter of minutes or get back in touch with people you haven’t heard from in a few days.
Behavior or Date-Based Triggers
Trigger actions based on client behavior (like signing a contract) or relative to certain dates.
Templates
Pull-in email and file templates to quickly construct Automations, and tweak template content as needed.
One-time Setup
Set up Automations for your most common processes then reuse them again and again.
FAQs
Why Automations?
Can Automations help me follow up with leads?
How can I use Automations to help my business?
What if I don’t want emails or files to send automatically?
What can be sent or done using Automations?
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