Make the process repeatable,
while people stay in control.
Turn the follow-up your best person remembers into a visible workflow the whole team can run. Use triggers, timing and conditions, then inspect every run.
Visual builder · Run history · Reply-aware sequences
Quote follow-up
Workflow editor
Automation you can inspect
The work moves. The reasoning stays visible.
Every trigger, condition and action is on the canvas, with a run history when you need to understand an outcome.
Conditions, not guesses
Branch by CRM facts so the next action fits the deal rather than treating every record alike.
Replies stop sequences
A recipient who responds exits the chase automatically, before another message can arrive.
Run history
See which blocks completed, which route was taken and where a run needs attention.
Controlled actions
Important changes remain attributable, and AI-proposed writes still wait for approval.
Questions answered
About workflows and sequences.
What can start a workflow?
Workflows can begin from CRM events such as a deal entering a stage, a meeting being booked or a manual action by a team member. The editor shows the trigger at the top of the flow.
What can a workflow do?
It can wait, check conditions, create tasks, update CRM records and prepare or send communications using the context carried from the trigger.
How are sequences different?
A sequence is a focused series of scheduled email follow-ups for selected recipients. Each recipient can be paused, resumed or exited, and the sequence stops automatically when that person replies.
Can I see what happened?
Yes. Each workflow has run history showing the path taken, the blocks completed and any step that needs attention.
Automate the follow-up, not the relationship.
Start with one quote-chasing workflow and give every prospect the timely response your best process promises.
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