Every lead worked the same way, every time
Follow-up fails for boring reasons: a lead landed with the wrong agent, the first text went out four hours late, the third touch never happened. Automations turn your intentions into rules the system actually executes.
What’s in the box.
Lead flow and routing
Decide per source who owns a lead, how fast it gets a call, and what happens if that agent doesn't respond. Round-robin or named assignment.
Trigger-based actions
New lead, form submitted, call outcome, stage change, no reply — each can fire a call, a text, an email, or a task for a human.
Multi-touch sequences
Separate tracks for new leads, long-term nurture, and stale pipeline, so a six-month buyer isn't treated like a lead from ten minutes ago.
Templates with merge fields
Reusable SMS and email templates that pull the contact's name, property, price, and appointment details instead of being retyped.
Hours you set
Campaigns respect your operating hours and business-day windows, on top of the legally permitted calling window for the contact's location.
Tasks where a human is required
Some touches shouldn't be automated. Those become assigned tasks with due dates rather than an automated message pretending to be personal.
How it runs, day to day.
- 1
You describe the intent once
"Zillow leads go to whoever is up next, get a call in under a minute, then a text if there's no answer, then a task for the owner tomorrow morning."
- 2
The trigger fires
The lead lands, gets deduplicated and attributed, and the rule for that source takes over immediately — not at the next batch run.
- 3
Each step clears the gate before it sends
Consent, suppression, calling window, attempt cap. A step that cannot legally run right now waits for the window instead of going out anyway.
- 4
Replies stop the machine
A reply hands the conversation to your agent and pauses the sequence, so nobody gets an automated nudge after they already answered.
- 5
You see what ran
Every enrolment, send, skip, and the reason for each skip is on the contact timeline — including "suppressed" and "outside window".
Included with every plan.
No module is held back for a higher tier. Plans differ on seats and usage, never on which product you get.
How pricing works →- Lead-flow rules per source with routing and reassignment
- Round-robin or named lead assignment
- Trigger-based automations on lead, call, and stage events
- Multi-touch sequences for new, nurture, and stale leads
- Reusable SMS and email templates with merge fields
- Operating-hours and business-day windows you control
- Automatic pause on reply, with human handoff
- Tasks and reminders for touches that need a person
- Suppression and attempt caps applied across campaigns
- A per-contact audit trail of every send and every skip
Sequences run same-day sends automatically; later touches in a track are created as scheduled tasks and campaign steps rather than a free-running multi-week machine — deliberately, so nothing keeps sending after the situation has changed.
Automations are the highest-risk surface in any outreach tool, which is why the gate sits below them rather than beside them: an automation cannot send without clearing consent, suppression, the calling window, and the attempt cap, and there is no setting that lets one skip the check.
Read the compliance detail →It only works because the other parts exist.
One platform. Every module.
Start a free trial and a human sets the first configuration up with you — usually inside a week.
No card · No contract · Cancel anytime · The AI says it's an AI.