Choose the moment
A new form submission, a new or cancelled appointment, a new order, a customer moving to another stage, or a quote that is accepted or declined.
Link an event to actions and never forget a follow-up again. Included in every plan; e-mails to customers on a paid plan.
A new form submission, a new or cancelled appointment, a new order, a customer moving to another stage, or a quote that is accepted or declined.
Create a task (with a date), set the customer's stage, add a label or a note, or send an e-mail to your team (owners and admins), or to the customer: right away or a number of days later.
Every time the moment happens, the steps run. You see how often, and can pause whenever you like.
Someone fills in your contact form → a task "Call back" is created for tomorrow, the customer gets the stage New and the label website.
E-mails only go to your team (owners and admins), or to customers who reached you through your website (a form, an appointment or an order), with fixed limits per day and per customer.