What you get
The short version
Triggers for a new lead, a lead's scheduled follow-up falling due, and a new booking.
Steps for email, SMS, push notification, a wait, and awarding reward points.
Every run is logged step by step, and a skipped step explains itself in plain English rather than a code.
Switching one on applies it from that moment. It never goes back and acts on leads already on your board.
More features
The rest of the platform
Ready to see it in action?
Tell us who you are and we'll point you at the right starting place. Or watch a 2-minute walkthrough.