Intelligent sales automation for your unique process

Create fast sales processes by automating all leads, calls and backend process.

Intelligent sales automation for your unique process

No-code automation workflow designer

Using our smart workflow builder, create faster automations that fit into your sales process with zero code.

Automate lead distribution

Set rules to automatically assign leads to salespeople by product type,  geography,  source, or a combination of criteria. You can also automatically reassign the leads to another rep in case no action has been taken by the first rep.

Automate lead distribution
Set tasks & alerts automatically

Set tasks & alerts automatically

Set rules to automatically alert salespeople and create tasks for them as soon as something important happens e.g. Notify the sales rep and initiate a task for a follow-up when a lead spends longer than 3-minutes on the pricing page.

Notify team managers

Notify sales managers in case of an important sales activity or inaction on a salesperson’s part e.g. Notify managers when a positive sales interaction has occurred but, there have been no activities on the lead since the last 21 days.

Notify team managers
Automate lead prioritization

Automate lead prioritization

Set up rules to assign higher quality score to leads with specific attributes. The combination of quality score and lead activity scoring can be used to dynamically create lists of leads that should be chased first, making your team more efficient.

Analytics and reporting

Have the sales reports delivered to your inbox as frequently as you like. Reports for task completion, revenue targets, sales performance, and the funnel status are a few of the many sales reports you can subscribe to.

CRM sales automation for analytics and reporting