Start on anything that happens.
Contact created, replied, opened, clicked or visited your pricing page. Deal moved, won, lost or went idle. A form, an inbound webhook, a schedule — or a property that changed.
- 40+ CRM, website and time-based triggers
- Filters on contact, company and deal fields
- Live preview of who matches right now
Branches, waits and goals.
Split on any field with if/else, A/B test two messages, wait up to N days for a reply or a meeting and take a different path on timeout. Set a goal and contacts leave the moment they reach it.
- If / else and A/B split, nested
- Wait for an event with timeout
- Exit on events like “meeting booked”
- Per-step stats: completed, waiting, yes / no
Do the work, not just the reminder.
Create deals and tasks, update contacts, companies and deals, adjust scores, assign owners round-robin, send emails and LinkedIn messages, enroll in sequences or other workflows, notify Slack or Teams, call any webhook.
- 25+ actions with merge tags
- Chain workflows together
- Signed webhooks with automatic retries
Start from a proven recipe
Twenty ready-made workflows you can switch on, then adapt to your process.
Speed-to-lead
New inbound lead → owner assigned round-robin, call task due now, rep notified.
Smart follow-up
Email → wait 3 days for a reply → MQL and call task, or LinkedIn and a final bump.
A/B test intro emails
Split new leads 50/50 between two intros and compare replies per branch.
Big deal escalation
Deal crosses 20k → close-date check, Slack alert and a close-plan review.
Stuck deal nudge
Deal idle past its stage threshold → unblock task and a notification to the owner.
High website intent
Known contact visits 3+ times → score up, “high-intent” tag and a same-day call task.
From idea to running in minutes
A visual builder, a live preview, and stats on every step.
Pick a trigger
Choose the event and filter who enters — the preview shows how many contacts match today.
Add steps and branches
Stack actions, branches and waits. Merge tags personalise every email and task.
Activate and watch
Every run is logged step by step, with completion, waiting and goal-reached counts.
What it gives your team back
Automation is only worth it if nothing falls through the cracks.
Follow-ups that happen
Every reply, visit and stage change gets its next step — including on a Sunday.
Fair lead routing
Round-robin or least-loaded assignment, so leads never wait for an owner.
A clean daily queue
Workflows create the tasks; reps just work the list.
Safe to activate
Missing settings are caught before activation, and loops between workflows are blocked.
Measured, not guessed
Goals and per-branch stats tell you which path actually converts.
Open to your stack
Push any event to n8n, Make or Zapier with signed, retried webhooks.
Plays well with your stack
Native Slack and Teams actions, webhooks for everything else, and ready-to-import n8n workflows.
Questions? Answers.
Everything you need to know before you start.
One platform, built around your pipeline.
CRM, automation, analytics, your ERP and your AI share the same records. Start with sales, add the rest whenever you need it.