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Workflows — the next step happens by itself

Set it up once: when a card moves or a tag is added, the task, the owner, the message and the follow-up happen for you.

  • Runs the moment something changes
  • Never messages opted-out customers
  • Every run explained in plain words
7 chapters31 stepsExamples for 4 business types

What you'll learn

7 short chapters. Pick one to jump straight to it.

Use it in your business

How businesses like yours put this to work.

E-commerce

Orders that look after themselves

  • Card enters Order Confirmed → a thank-you template and the tag "customer"
  • Tag "paid" added → the card moves on the board by itself
  • A customer's birthday comes round → your greeting template, every year
Real estate

Every site visit confirmed

  • Card enters Site visit → a confirmation template and a task for the owner
  • One day before the Visit date → a reminder to the card's owner
  • New leads shared out in turn across your sales team
Loans & finance

No file left waiting

  • Card sits in Documents pending for 3 days → a task to call the applicant
  • Tag "approved" added → the disbursal follow-up starts
  • Card lost → a call-back task due in 30 days
Coaching institutes

Demo class to admission

  • Card enters Demo booked → a reminder template and a task for the counsellor
  • City filled in → Pune enquiries go to Asha, the rest to Ravi
  • Card won → a welcome template and the tag "student"