Automations
Automations for the follow-ups you forget
Turn on the workflows you want: new-lead alerts, handover alerts, appointment requests, unanswered questions and an owner summary.
- ✓Each workflow can be switched on or off
- ✓Every run is logged with its result
- ✓In-app notifications today; email needs SMTP setup
- ✓No black-box autonomy: you approve what runs