Every new lead in your CRM, instantly, with the right rep.
Form → CRM → Slack/SMS alert → owner assignment → follow-up sequence kicked off.
Part of our Workflow Automation module — production-ready and shaped around how small teams actually work.
Process + tool inventory
Sandbox workflow + errors
Production switchover
Failure alerts + monthly check
Triggers from one tool fire actions in another, with logging and failure alerts so you'll know the moment something needs attention.
Quote → invoice → payment, automatically.
Accepted quote auto-creates the invoice, sends it, chases late payment, books the revenue.
View template →Keep calendar, CRM, and job board in lockstep.
Two-way sync between Google/Outlook, your CRM, and your dispatch board. No double-booking.
View template →The numbers you need, in your inbox at 7 AM.
Pulls revenue, leads, bookings, and ad spend from every tool and emails a clean daily digest.
View template →Reply within one business day. No high-pressure follow-up.