Schedule a call with our experts
Need help getting started? Our team is ready to help and answer questions you might have.
Orchestrate your customer journey.
Orchestrate your customer journey.
Build workflows that enroll records based on triggers, branch on conditions, and execute actions that keep teams aligned and customers engaged.
Orchestrate your customer journey.
Orchestrate your customer journey.
Build workflows that enroll records based on triggers, branch on conditions, and execute actions that keep teams aligned and customers engaged.
Orchestrate your customer journey.
Orchestrate your customer journey.
Build workflows that enroll records based on triggers, branch on conditions, and execute actions that keep teams aligned and customers engaged.
Automation that scales with you.
Start with templated flows, then add branches, delays, and if/then logic to model real processes—no code required.
Powerful enrollment
- Trigger on property changes, form submits, stage moves, or events.
- Re-enrollment controls to prevent loops.
- Lists and segments to target precisely.
Actions that get work done
CRM updates
Create tasks, set owners, and modify fields.
Messaging
Send emails, posts, or handoffs to other tools.
Data ops
Copy, format, and calculate properties reliably.
Branching and timing
Use delays, if/then branches, and goal steps to route records based on behavior and outcomes.
Testing and governance
Test with samples, track revisions, and use permissions to protect critical automations.
Have a question for our sales team?
Give us a call and we'll walk you through it.
Frequently asked questions
Grow your business better
Get started with the all-in-one platform that’s easy to use and fast to drive results.