Marketing Automation

Nurture your leads and organise your team with automation. Trigger sequences of tasks or communicate with your clients in a leveraged way.



Send personalised emails or create a task for a team member automatically when a lead stage changes or a contact performs an action, such as purchasing something on your website or filling in a form. For instance, when a lead becomes a customer you could automatically send a personalised welcome email and a task for someone to call the client to start the project just by changing the status of the lead to "won".

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Sequences allow you to automate your internal workflow by automatically creating tasks for team members. When one task is completed it creates the next one for the next team member - ensuring that you can deliver the same result each time. Sequences are easy to build with our visual workflow builder.

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