Ready-made workflows
Each one does a job for your business by itself, every day. Watch the short videos, then press Enquire on any you want us to set up.
Lead capture
Someone fills in the form on your website. Within a minute they get a friendly reply, your team gets a message, and their details are saved for you.
Lead follow-up
When someone goes quiet after talking to you, they get a friendly nudge from you, so nobody slips away.
Proposal follow-up
It spots when someone reads your proposal and sends a short note at the right moment. When they sign, their first invoice goes out by itself.
Customer onboarding
When a new client signs, they get a welcome, a shared folder and their first call booked in. Your team gets everything it needs to start.
Appointment reminders
The day before a booking, your client gets a text to remind them. They tap to confirm, and your calendar updates.
Document collection
It asks your clients for the files you need, checks each one as it arrives and puts it in the right folder. It reminds them about anything missing.
Invoice chasing
When an invoice is late, a polite reminder goes out with a link to pay. When they pay, it is marked as paid.
Review requests
When a job is finished, happy clients are asked to leave a review, so more people find you.
Weekly business summary
Every Monday morning you get one simple message with your sales, your new leads and anything that is late.