WorkflowsLive

Workflows (paths) that run the busywork

Set up a workflow once and it runs every time: a lead arrives, the right steps fire, the right people are told. You approve. The agents do the work.

What it does

Chains steps together: reply, qualify, book, notify

Adjusts the path as the lead responds

Hands off to you at the points that need a person

Runs the same way every time, even when you are on a job

The old way

Why it matters

Follow-up that depends on someone remembering is follow-up that gets missed.

Choose a trigger

A new lead, a booking, a quiet customer.

Steps run in order

Each one does its job and passes it on.

You see the result

Every step is logged and visible.

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