Connect the steps so they run themselves: signed becomes a work order, a copy goes to the customer and reminders are sent automatically. You don't chase paper — the system does.
Flows tie the modules together into a self-running flow. When something happens — a quote is signed, a lead changes status, a time passes — the system can automatically carry out the next step. It's the glue that means nothing is forgotten and the handling happens by itself.
Choose what should happen when something occurs — without coding.
A signed quote automatically becomes a work order and a copy to the customer.
Send reminders on sent quotes and booked meetings by themselves.
Let leads, documents, calendar and payroll talk to each other automatically.
We price by how you work — number of users and which apps you switch on. Tell us about your business and you will have a price for flows & automation within one business day.
Flows & automation is a module you can run on its own, but it shares data with the rest of the system. Common connections:
No. You pick a trigger and an action in plain language — no scripts.
Among others status changes, signing and points in time (e.g. no response in X days).
Yes, via an open API and connectors like Zapier/n8n.
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