Automations
Set up automated replies, follow-ups, reminders, and re-engagement to run on autopilot.
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Emails sent
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SMS sent
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Active follow-ups
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Leads re-engaged
Master Automation Switch
Globally enable or disable all automations with one click.
Active
Automation Flow
The journey every new lead takes through your system
1
New Lead Arrives
Triggers every automation below the moment a lead is created
2
Instant Email Reply
An automated welcome email sent within seconds
3
SMS Notification
Instantly notified of every new lead via SMS
4
WhatsApp Reply
Auto-respond via WhatsApp when a new lead comes in
Growth plan
5
Follow-up Sequence
24-hour and 72-hour automated follow-up emails if no reply
6
Appointment Reminders
Confirmation, then reminders at 24h and 2h before the appointment
Fine-tune Controls
Individually enable or disable each automation step
Instant Email Reply
Send welcome email on new lead
SMS Notification
Alert you of new leads via SMS
WhatsApp Reply
Auto-respond via WhatsApp
Review Requests
Ask for Google reviews after appointment
Re-engagement
Win back lost, no-show, and cold leads