Automate repetitive work while keeping the client record current.

Trigger work from real events

Start workflows when a stage changes, a date arrives, a client replies, activity goes quiet, or a record is updated.

Create the next action automatically

Generate tasks, reminders, notifications, notes, emails, assignments, and follow-up steps without manual repetition.

Preserve visibility and control

Review what ran, when it ran, what changed, and which client or opportunity was affected.

Build around your process

Create flexible multi-step workflows for sales, service, invoicing, onboarding, renewals, and internal operations.