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Workflow Automation

Every step triggered.
Every task done.

Build automations once, and let your CRM handle the rest - reminders, follow-ups, assignments and notifications fired exactly when they're needed, with zero manual chasing.

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Automation Solutions

A workflow engine shaped to your process

Pre-built automation recipes or fully customised for yours.

Trigger-Based Actions

Fire messages, tasks or updates the moment a condition is met.

Scheduled Automations

Time-based reminders, recalls and renewal sequences, set once.

Conditional Routing

Branch workflows by lead source, stage, or any field you choose.

Auto-Assignment

Route work to the right person automatically, every time.

Tool Integrations

Connect Google Sheets, email and your existing stack with no code.

Custom Automation

Your exact rules, triggers and actions built for you.

WhatsAppTrigger fired · message sent
FlowCondition → action → notify
Broadcast1,090 contacts reached
WhatsApp + Automation

Your workflows speak WhatsApp natively

Every automation can fire a WhatsApp message confirmations, reminders, nudges and broadcasts all without leaving the workflow builder.

  • WhatsApp Cloud API built in - no third-party patchwork
  • Trigger-based messages & auto-replies
  • Sync with Google Sheets & your existing tools
See it live
12hrs
saved per team, per week
Builder & Features

Everything your team needs, in one builder

  • Visual, no-code workflow builder
  • Task & ticket auto-creation
  • Reminder & follow-up automation
  • Live analytics on automation performance
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How it works

Live in days, not quarters

01

Discovery

We map your repetitive tasks, triggers and goals.

02

Setup

Workflows, fields, WhatsApp and integrations configured for you.

03

Onboard

We test every automation and train your team hands-on.

04

Grow

Live dashboards and ongoing support as you scale.

Pricing

Workflow Automation Pricing One-Time Payment, Own It Forever

No monthly subscription. No AMC. No user limits, priced to your requirement, deployed to your own server.

Starter

  • Up to 3 users
  • Basic trigger-based automations
  • WhatsApp inbox
  • Email support
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Most popular

Growth

  • Up to 15 users
  • Advanced & conditional workflows
  • WhatsApp API + broadcast
  • Analytics & reports
  • Priority support
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Enterprise

  • Unlimited users
  • Custom automation development
  • Dedicated success manager
  • SLAs & integrations
Talk to sales
0Teams automating
0Saved weekly
0Automation
0Retention
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FAQ

Workflow automation questions, answered

Do I need to know how to code to build a workflow?
No. Workflows are built visually with triggers, conditions and actions - no code required. Our team can also build the first set for you.
What kind of actions can a workflow trigger?
WhatsApp messages, emails, task creation, stage changes, assignments and reminders can all be triggered automatically based on the rules you set.
Can workflows connect to tools outside the CRM?
Yes. Google Sheets and several other tools sync directly, and on Enterprise we can build custom integrations into your existing stack.
Do I need a technical team to set it up?
No. We handle onboarding, configuration and training. Most teams have their first automations live within a day of kickoff.