Workflows

Capture every lead automatically across forms, ads, email and landing pages.

• Eliminates manual lead entry

• Creates a single source of truth

• Saves 3–5 hours per week

Starting at $499 setup + $99/month (included in bundles)

Get a concise daily summary of all new leads delivered to your inbox or Slack. 

• Daily visibility without logging into tools
• Clear accountability on what came in
• Saves 2–4 hours per week
Starting at $199 setup + $59/month (included in bundles)

Receive a weekly roll-up of lead volume, sources, and trends in one snapshot.
• High-level performance insight
• Zero spreadsheets or manual reporting
• Saves 2–3 hours per week
Starting at $174 setup + $49/month (included in bundles)

Automatically follow up with unresponsive leads using timed email or SMS sequences.
• Revenue recovery on autopilot
• Increase touch points without manual effort
• Saves 5–7 hours per week
Starting at $799 setup + $199/month (included in bundles)

Automatically score, tag, and route leads so high-intent prospects get immediate attention.
• Faster response times
• No lost or idle leads
• Saves 4–6 hours per week
Starting at $799 setup + $149/month (included in bundles)

Turn qualified leads into booked calendar appointments automatically.
• Eliminates back-and-forth scheduling
• Faster path from interest to action
• Saves 6–8 hours per week
Starting at $999 setup + $249/month (included in bundles)