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Automation

Follow-ups that happen on time, every time.

Sequences, workflows and lead routing that run in the background while your team sells.

Try it free for 14 days Pricing

Workflows

Trigger on a stage change, a new lead, a form submission, a field update or a date, then create tasks, send emails, update fields, assign owners or post to Slack. Branch on any field. Starter includes 10 active automations, Growth 50, Scale unlimited.

Sequences

Multi-step email and task sequences on Growth and Scale. Sequences pause on reply, on a booked meeting or when the deal moves stage, and report reply rates per step and per subject line.

Lead routing

Round-robin, by territory, by ZIP code or by any field, with working-hours and out-of-office awareness.

Run history

Every automation run is logged with what it changed, so you can see why a deal moved or who an email went to.

Plans: 10 active automations on Starter, 50 on Growth, unlimited on Scale. Sequences on Growth and Scale.

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