Automation

Workflow automation

Automate follow-ups, replies and routing with rules that fire on what your leads do, so no conversation ever goes cold.

Set your rules once and let them run. Trigger follow-ups, auto-replies and routing based on keywords, message type and behavior, so every contact gets a timely, relevant response without manual work.

What you get

Trigger-based rules

Fire actions based on keywords, message type, tags or lead behavior.

Automated follow-ups

Send timely follow-ups and reminders so leads never go cold.

Auto-replies

Respond instantly to common questions, around the clock.

Smart routing

Route conversations to the right teammate automatically.

Multi-step workflows

Chain actions together to build complete journeys from simple rules.

Tag and update actions

Automatically tag, move and update leads as they progress.

How it works

Choose a trigger

Pick what starts the workflow: a keyword, a new lead, a tag or a behavior.

Add your actions

Send a reply, follow up, assign, tag or move the lead through your pipeline.

Set the timing

Send instantly or on a delay, and add conditions so the right people get the right message.

Turn it on

Activate the workflow and let it run while your team focuses on closing.

Who it is for

Lead generation

Instantly qualify and follow up with new leads, 24/7.

Agencies

Standardize follow-up across every client account.

E-commerce

Recover stalled conversations and answer FAQs automatically.

Coaches

Nurture prospects with timed sequences until they book.

Frequently asked questions

What can trigger a workflow?

Keywords, message types, new leads, tags and lead behavior can all start a workflow.

What actions can workflows take?

Reply, follow up, assign, tag, update and move leads through your pipeline, in multi-step sequences.

Do automations feel robotic?

You control the messages and timing, and can hand off to a human at any point, so automation stays on-brand.

Can I add conditions?

Yes. Add conditions and delays so the right contact gets the right message at the right time.

White-label and ready for your brand

Marketing Lead Manager is a white-label platform. Run it under your own brand, domain and pricing, and offer it to your clients as your own product. Contact our sales team to get started.

Contact sales