Built and tested
The follow-up runs even when nobody remembers it.
Start a workflow on a form, a paid order, a tag or a deal stage. It waits, branches, tags, emails, creates tasks and asks a person to approve where it matters.
Triggers and steps you can read.
The flow runs top to bottom with its branches. Each step says what it does: wait two days, tag as hot lead, email the guide, hand the lead to the next sales person.
- Wait, if/else, approval, tags, email, webhook, task and deal steps
- Owner rotation by round robin
- Templates such as welcome and hot lead
Safe to switch on.
Activating freezes a version, and contacts already running keep theirs. A dry run walks a real contact through without sending anything. Failed steps retry with backoff, then show as failed with a Retry button.
What it does not do yet
- SMS and calendar booking steps
- Email steps deliver once a sending provider is connected
See it with example data, then build your own.
The demo opens a complete workspace: funnels, contacts, orders, a running A/B test. Nothing to install, nothing to sign.