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

Active
Automatically send water softener installation quotes and follow-up sequences to qualified leads.
18
Quotes Sent
92%
Open Rate
8
Installations

Rental Home Locator Service

Active
Automated rental property matching and lead nurturing for real estate clients.
45
Matches Sent
78%
Open Rate
12
Viewings

Long Term Follow Up

Active
Automated follow-up sequences for nurturing leads over extended periods.
156
Emails Sent
65%
Open Rate
23
Re-engagements

Move Out

Active
Automated move-out checklist and follow-up sequences for property management.
32
Checklists Sent
88%
Open Rate
28
Completed