Automation
PlannedAutomate the handoffs between sales, delivery and billing
Rules that move work forward: create a project when a quote is accepted, remind the owner when a lead goes quiet, draft an invoice when a milestone completes.
Automation is planned. On our roadmap. Not available yet. The capabilities below describe what we intend to build, not what you can use today.
What's included
Automation, in practice
Trigger-based rules
When a record changes state, run an action: create, assign, notify or draft.
Lead and follow-up automations
Nudge owners when a lead has had no activity for a set number of days.
Delivery to billing
Completed milestone creates a draft invoice for review.
Scheduled reports
Weekly pipeline, overdue and workload summaries delivered on a schedule.
Outcomes
What changes for your team
- Fewer manual handoffs
- Consistent process
- Less chasing
Connected to
Works with the rest of the workspace
- CRM & CustomersLeads, contacts, companies and the full history behind each relationship.
- ProjectsMilestones, budgets and status for every piece of client work.
- TasksAssignments, due dates and priorities, attached to the work they belong to.
- InvoicingInvoices from quotations, milestones or time, with payment status tracking.
FAQs
Questions about automation
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
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