Visual Workflow Builder
Drag-and-drop workflow canvas. Build complex automations without writing code.
WhatsApp Auto-messages
Automatically send WhatsApp messages when a lead is created, a deal is updated, or a task is overdue.
Smart Lead Assignment
Automatically assign new leads to team members based on territory, source, or round-robin rotation.
Everything in Workflow Automation
Visual workflow builder
Trigger: lead, deal, task events
Conditions: field values, time-based
Actions: assign, notify, message
WhatsApp auto-messages
Birthday greeting automation
Lead scoring rules
Multi-step workflows
Automation in action
E-commerce
Auto-send a WhatsApp message 24 hours after a cart is abandoned, then assign to a sales rep if no response.
Real Estate
Assign portal leads to territory-based agents instantly and send a welcome WhatsApp within 2 minutes.
SaaS
Trigger a sequence of onboarding tasks when a trial account is created, with reminders at day 3 and day 7.
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