Automations
Streamline Your Business
Automate repetitive tasks and workflows to save time and increase efficiency. Create powerful automations that work for your business 24/7.
My Automations
Hot Lead
Active Automatically generates quotes for new leads
Triggers when a new contact is added with "Lead" tag
Sends personalized quote email within 5 minutes
24
Quotes Sent
85%
Open Rate
12
Conversions
Water Softener
ActiveAutomatically send water softener installation quotes and follow-up sequences to qualified leads.
18
Quotes Sent
92%
Open Rate
8
Installations
Rental Home Locator Service
ActiveAutomated rental property matching and lead nurturing for real estate clients.
45
Matches Sent
78%
Open Rate
12
Viewings
Long Term Follow Up
ActiveAutomated follow-up sequences for nurturing leads over extended periods.
156
Emails Sent
65%
Open Rate
23
Re-engagements
Move Out
ActiveAutomated move-out checklist and follow-up sequences for property management.
32
Checklists Sent
88%
Open Rate
28
Completed