Features

Automation & Workflows

Automate repetitive tasks and maintain process consistency across your team.

8 capabilities · Automations live under System Operations

If-This-Then-That workflow automation

Record events, schedules, webhooks, manual triggers

Field-based logic with AND/OR groups

Create tasks, update fields, send notifications, webhooks

Full audit trail with step-by-step logs

Detailed error messages and retry logic

Send Slack messages, post replies, join channels

Dynamic values in action parameters

Workflows, invoices, reports, and roles

Manage invoices and track payments directly within your CRM.

Custom dashboards, funnel charts, and revenue reports with export.

Manage your team with granular access controls and role-based permissions.

Tasks, bundles, calendar sync, and activity logging in one place.