Automations that follow up for you
Set it once and the shop keeps in touch on its own.
- Pick a trigger: a ticket is created or reaches a status like Complete, a payment comes in, a new lead arrives, or a customer is added
- Then send an email, send a text, or alert your team, each after a wait you choose, one step after another
- Six ready-made recipes: thank-you and review request, new-lead welcome, a nudge for a lead that is still waiting, a payment thank-you, care instructions after the job and more
- An activity log shows what ran, for whom, and whether each step was sent, skipped or failed
- Customers who opted out are never messaged