01 / Capture
Inquiries arrive in different places?
Bring the inquiry into the CRM, check the details and assign the next step.
Explore CaptureCapture → Nurture → Close
Start with the work you need to improve
Follow an inquiry from its first message to the next appointment and sales follow-up. Choose the part your team needs help with first.
Where does your team need a clearer next step?
Explore Capture02 / Nurture
Follow-up keeps slipping?
Plan the next message, handle replies and help an interested customer book.
Explore Nurture03 / Close
Deals stall after the conversation?
Track the opportunity, prepare the paperwork and keep payment follow-up visible.
Explore CloseStart with one workflow
Connect the essentials, then test the handoff
Choose an inquiry source, the next action and the person responsible. Connect the tools you need and test the path before expanding it.
See how setup works →AI can be a later step
These core workflows can use saved messages and rules you configure. Add AI for a defined task when you are ready to set its knowledge, permissions and handoff.
Explore optional AI examples →AI coverage and usage charges vary by product and plan.
See how it fits your business
Compare plans or bring one workflow to a live walkthrough.