Automations

Set it once. Follow up forever.

Pick a recipe or build your own: trigger, conditions, actions. Your follow-up runs on time, every time.

Automation recipeMissed-call text-back
TriggerCall missed during business hours
Send SMS"Sorry we missed you! How can we help? Book: [link]"
Create leadAdd to pipeline: New
Wait 2h · if no replyNotify owner by push
Capabilities

What's included

Missed-call text-back

Text callers you couldn't answer.

Review requests

After every order, visit or job.

Speed-to-lead

Instant reply + owner alert for new leads.

Win-back

Re-engage customers who haven't returned.

Birthday & anniversary

Automatic offers on special dates.

Reminders

Appointment, service and renewal reminders.

How it works

From first touch to follow-up

  1. Trigger

    An event happens.

  2. Condition

    Filter by segment, time, value.

  3. Action

    SMS, email, task, tag, webhook.

  4. Wait

    Delays and quiet hours.

  5. Report

    See runs and results.

Questions

Do I need to build automations myself?

No. Managed plans include setup of recommended recipes for your industry.

See your business online before you decide.

Tell us about your business and we'll build a personalized preview of your website and online presence. Free, no card, no sales call.

PricingSee my site free →