Automation
Follow-ups that happen on time, every time.
Sequences, workflows and lead routing that run in the background while your team sells.
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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