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.
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.
Every new lead in your CRM, instantly, with the right rep.
Form → CRM → Slack/SMS alert → owner assignment → follow-up sequence kicked off.
View template →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 →Reply within one business day. No high-pressure follow-up.