Automations that actually do the work.
SmartFlows are more than reminders and follow-ups. One workflow can send a WhatsApp message, create an internal task, update the pipeline, and schedule a social touchpoint — all from a single trigger.
- Triggers across CRM, inbox & social
- Multi-step, multi-channel actions
- Client accounts run between check-ins
Why SmartFlows
Beyond basic CRM automation
One trigger, many actions
A single event fans out into WhatsApp, tasks, pipeline updates, and social — no chaining five tools.
Truly cross-channel
SmartFlows act across CRM, inbox, and social together — not just email reminders in isolation.
Runs between check-ins
Client accounts keep moving on their own, so your team focuses on strategy instead of busywork.
Condition & delay steps
Branch on lead data and add timed delays — e.g. a discount 24 hours after an abandoned chat.
AI-powered triggers
On the AI plan, flows can fire on AI signals like a high lead score or detected buying intent.
Built for scale
Design a flow once and apply it across every client workspace — no matter if you have 5 or 500.