Give hands-on service, even when you’re off the clock

Cue up sequences of messages, files, and tasks to play by your rules and send when the time is right.

No credit card required

Reply to inquiries in seconds and

win more clients with automatic, personalized follow-ups.

Customize Workflows to fit your process

  • Send emails and files to clients, or create tasks
  • Trigger based on client behaviors, dates, and other criteria
  • Send automatically or set to approve before sending
  • Get reminders when you have a task due or send to approve

Follow up instantly and win more clients

  • Automatically respond to inquiries without lifting a finger
  • Follow up with questionnaires, marketing materials, or a scheduling link
  • Offboard clients with thank you’s, surveys, or request a review

Feels like you at every moment

  • Incorporate your branded templates
  • Route leads to specific automations based on their interest
  • Approve before sending, so you can add personal details
  • Delay actions by minutes, hours, days, or weeks

Put your communication on cruise control.

No credit card required

FAQs

Why do I need Workflow automation?

Can Workflows help me follow up with leads?

How can I use Workflow automation for my business?

What if I don’t want emails or files to send automatically?

What types of things can workflows do or send?

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