Lead Response & Follow-Up
Respond to new inquiries and record the next step.
Setup from $1,750Management from $400/monthPer new managed agreement
See how it works The automation catalog
What would you like to take off your plate?
Explore one workflow, understand the output, and decide if it fits your business.
20 automations
Lead Screening & Routing
Qualify incoming leads and send them to the right person.
Setup from $2,250Management from $449/monthPer new managed agreement
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Appointment Booking & Reminders
Turn inquiries into scheduled appointments.
Setup from $1,500Management from $400/monthPer new managed agreement
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Missed Call Text-Back
Follow up by text when your team misses a call.
Setup from $1,250Management from $400/monthPer new managed agreement
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Sales Pipeline & Task Updates
Keep opportunities and sales tasks moving.
Setup from $2,500Management from $499/monthPer new managed agreement
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Quote & Proposal Automation
Prepare proposals using your approved services and prices.
Setup from $2,750Management from $549/monthPer new managed agreement
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Client Onboarding
Move new clients from signed agreement to ready to start.
Setup from $2,250Management from $449/monthPer new managed agreement
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Invoice Reminders & Follow-Up
Follow up on unpaid invoices with less manual work.
Setup from $1,750Management from $400/monthPer new managed agreement
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Customer Support Assistant
Answer routine questions and hand complex issues to your team.
Setup from $3,500Management from $699/monthPer new managed agreement
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Email Triage Assistant
Organize incoming email and prepare useful reply drafts.
Setup from $2,000Management from $400/monthPer new managed agreement
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Document Intake & Data Capture
Turn incoming documents into structured records for review.
Setup from $3,250Management from $649/monthPer new managed agreement
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Business Performance Dashboard
See your operating numbers in one place.
Setup from $2,750Management from $549/monthPer new managed agreement
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Social Media Content Automation
Generate on-brand social content drafts for approval.
Setup from $3,500Management from $799/monthPer new managed agreement
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Social Scheduling & Publishing
Publish approved content to connected social channels.
Setup from $2,000Management from $400/monthPer new managed agreement
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Content Repurposing
Turn an existing asset into several reusable content drafts.
Setup from $2,750Management from $599/monthPer new managed agreement
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Email Follow-Up Campaigns
Keep opted-in prospects engaged with relevant follow-up.
Setup from $2,500Management from $499/monthPer new managed agreement
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Review Requests & Responses
Request customer reviews and prepare response drafts.
Setup from $1,500Management from $400/monthPer new managed agreement
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Business Knowledge Assistant
Find answers in your approved business documents.
Setup from $4,000Management from $799/monthPer new managed agreement
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Inventory & Order Alerts
Spot stock and order exceptions before they are overlooked.
Setup from $2,500Management from $499/monthPer new managed agreement
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Market & Competitor Briefings
Track relevant changes and receive a sourced briefing.
Setup from $3,000Management from $649/monthPer new managed agreement
See how it works Software and usage costs are separate. Every workflow receives a confirmed scope and quote.
Connected systems
Several workflows. One defined scope.
Compare 8 named bundles or configure your own selection.
Start with one useful workflow
A smaller task. A clearer next step.
Choose what slows your team down. We’ll help define the scope.