Services / CRM automation

CRM automation

Nurture sequences, owner assignment and follow-up reminders fire the minute a lead arrives, not the next morning. On Scale, the AI chatbot qualifies and books before you're even looking.

MinutesFrom lead arrival to first follow-up

Basic / AdvancedAutomation depth, Growth / Scale

AI chatbotIncluded on Scale only

What gets built

Follow-up sequences

Fire the minute a lead lands, not the next morning.

Owner assignment

Automatic, based on rules built around your team, not round-robin guesswork.

Reminders and booking

Appointment reminders and booking flows so nothing slips through email.

On Scale, the AI chatbot

Qualifies, books and hands off to your CRM, tested before it ever talks to a real lead.

What it looks like by plan

Creative

Not included on Creative

Growth

Basic automation, follow-up, booking and reminders

Scale

Advanced automation, follow-up and remindersAI chatbot, lead qualification and AI-assisted booking

Often paired with

Lead capture

What triggers the first automation.

CRM setup

The pipeline the automations run on top of.

Reporting

See which sequence actually closes deals.