Stale Lead Reengagement Trigger
Automatically detect leads that have gone quiet in your CRM and launch personalised outreach sequences to bring them back. No more forgotten contacts or wasted pipeline.
Meeting Booked to Deal Creation
When a prospect books a discovery call, a deal is created in your CRM within seconds. Contact records are enriched, a premeeting questionnaire goes out, and your rep gets a prep brief. No manual data entry, no pipeline ghosts.
Intake Form to Appointment Pipeline
Automatically turn website consultation requests into booked appointments. When a prospect submits your intake form, this automation creates their CRM record, sends a scheduling link matched to the right service and team member, and follows up if they don't book.
Multi Channel Customer Inquiry Router
An AI agent pulls every incoming message from website chat, Facebook, Instagram, WhatsApp, and SMS into a single queue, reads each one, figures out what the person wants, and routes it to the right place. Booking requests go straight to your calendar. Complaints reach the owner. Pricing questions get an instant reply. Nothing sits unanswered.
Seasonal Service Reminder Campaign
Automatically remind past clients when their annual or seasonal service is due, with personalised messages and a direct booking link. Turns forgotten repeat business into reliable recurring revenue without your team lifting a finger.
Multi Channel Intake Form Router
Automatically capture enquiries from your website, Facebook, Instagram, Google, and email into one place. Every lead gets an instant reply, a CRM record, and a route to the right person on your team.
Multi Channel Lead Source Attribution Tracker
Automatically tag every lead with its true acquisition source, connect that source to closed revenue, and see exactly which marketing channels earn money and which ones waste it.
Agency Client Handoff from Sales to Delivery
Automatically turn every closed deal into a structured handoff document, assign the right delivery lead, and introduce them to the client. No more lost context, no more awkward two day gaps between signing and starting.
Automated NDA Generation and Tracking
When a contact is tagged in your CRM as needing an NDA, the agreement is generated from a template with their details prefilled, sent for signature, and tracked automatically. Overdue NDAs trigger reminders so nothing slips through.
Inspection Feedback Collection and Seller Reporting
Automatically collect buyer agent feedback after every showing and compile it into a weekly seller report with inspection counts, feedback themes, and pricing recommendations. No more phone tag, no more guessing.
Recurring Appointment Auto Rebooking
When a recurring appointment finishes without the next one booked, this automation sends the client a prefilled booking link for their usual day and time, follows up by SMS if they don't act within three days, and flags lapsed clients in your CRM for personal outreach.
Post Job Review Request with Photo Prompt
Thirty minutes after your technician marks a job complete, an automated SMS lands in your customer's pocket with a direct review link and before/after photos of the work. No manual chasing, no forgotten asks.
Loan Serviceability Pre Qualification Calculator
Prospects enter their income, expenses, and existing debt into a web form. An automated workflow calculates indicative borrowing capacity, emails a branded summary, and creates a CRM lead with full financial data attached, so brokers only spend time on consultations that can actually convert.
New Enquiry Instant Auto Reply
When a prospect fills out your contact form, this automation sends a personalised reply by email and SMS within seconds, logs the lead in your CRM, and alerts your team. No one has to be watching the inbox.
Estimate Request Auto Acknowledgement with Qualification Questions
Every quote request gets an instant reply and a short set of qualifying questions. By the time your estimator sees the lead, they already know the budget, timeline, and scope, so they spend their hours on prospects who actually convert.
Deal Stage Change Notification to Slack Channel
When a deal moves stages in your CRM, a formatted notification lands in your team's Slack channel within seconds. Deal name, value, rep, and new stage included. Closed Won deals get a celebratory announcement the whole company can see.
Referral Thank You and Tracking
Automatically thank the people who send you business and track every referral in one place. When a new lead is tagged with a referral source, the referrer gets an instant thank you, and the referral is logged for reporting.
Duplicate Lead Detection and Merge
Automatically detect and merge duplicate contacts the moment they enter your CRM, so every rep sees the full history and no returning prospect gets treated like a stranger.
Real Estate Listing Description & Social Post Agent
An AI agent pulls property details from your CRM or MLS, writes the listing description, generates social media captions and an email blast for your buyer list, then sends everything for your approval before publishing. One listing input, every channel covered.
Multi Lender Loan Submission Tracker
Automatically tracks every loan application across every lender in one place, monitors for approvals and declines, and alerts you before any deal goes stale.
End of Engagement Wrap Up & Upsell Trigger
When a project moves to complete, this automation archives deliverables, sends a satisfaction survey, logs the engagement as a case study candidate, and triggers a personalised upsell follow up 30 days later. No client relationship goes cold after delivery.
Stale Lead Reengagement Sequence
Automatically follow up with leads that went quiet in your CRM. A scheduled workflow detects stale deals, sends personalised outreach over days and weeks, and alerts your team the moment someone reengages.
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