Automations, Agent & Approvals

Automate the work that repeats, let the Sales Agent prepare the rest, and approve what matters.

Automate the work that repeats

Build automations from a trigger, conditions in plain words and the steps your team would take by hand.

What the Sales Agent reads, what it prepares and what it can never do without a person.

Approve, edit or reject what the Sales Agent and your automations prepared.

Capture, qualify and convert the people who might become customers.

Manage deals by stage, keep the forecast honest, and close them out.

One customer record that every app works around.

Log what happened, and keep track of what happens next.

Send from the record, and keep the message with the customer history.

Prioritise the work that needs attention and keep follow-up moving.

Capture new interest and prepare commercial documents from Sales.

Sell what you actually sell: products and services priced per unit, hour, day or fixed fee.