Automation
Workflows you can read, approvals you can trust.
A visual builder with triggers, conditions, waits and actions; ready-made recipes; stage gates that keep the process honest; and approval chains you can decide from WhatsApp.
Included from the Growth plan. See pricing
- 01
Visual and versioned
Dry run before go-live, run logs after.
- 02
Recipes in one click
Speed to lead, RNR ladder, visit reminders and more.
- 03
Approvals anywhere
Decide from WhatsApp, a signed link or a push.
Automation
The workflow builder
Thirty-two triggers, fifteen actions and AI steps on a visual canvas, with delays, waits, branches and goals — versioned, dry-run tested and logged.
- Smart waits for the best time to reach someone
- AI summarise, match, segment and compliance steps
- Human approval steps
Automation
Recipes
Install proven workflows in one click and edit them: speed to lead, RNR ladder, visit reminders and feedback, renewals, owner freshness, portal-lead handling.
- Editable after install
- Safe defaults
- Run statistics per recipe
Automation
Process guard
Allowed transitions per pipeline, entry requirements, checklists with parallel steps and automatic moves — with a “why not” explanation and audited overrides.
- A completed visit before Negotiation, if you want
- Required documents per stage
- Only valid next steps on mobile
Automation
Approval chains
Up to five levels for exports, deletes, discounts, rent below the owner’s floor, brokerage waivers and stage gates — with escalation, holds and bulk decisions.
- Timeouts escalate
- Decide from WhatsApp or push
- Every decision audited
Questions
Automation, answered.
Do I need to build workflows from scratch?
No. Start with recipes and edit them; the builder is there when you need something specific.
Which plan includes automation?
Growth and above include unlimited workflows; Starter includes up to five active follow-up plans.