AutomateSalespeople should be selling not doing backend tasks
From lead to closed and everything in between, our flows automate the manual tasks that clog up your pipeline and lead to slow sales.
What Really Kills Conversion Rates
Workflow Automation Is The Solution
Selling is competitive, stay ahead by giving your sales team an unfair advantage.
- Streamline your sales funnel by connecting AI tools that move the deal forward
- Automatically assign leads based on territory, deal size, or product line.
- Generate proposals, pricing sheets, and contracts-instantly, fully branded.
- Auto-route approvals to the right manager with built-in reminders.
- Trigger follow-up emails, texts, and call tasks based on deal stage.
- Sync all activity-calls, notes, meetings-directly to your CRM in real time.
- Surface live pipeline views, stalled deals, and forecast shifts as they happen.
Sales Team Favorite Features
Lead Routing
Automatically assigns inbound leads to the right rep-based on territory, product, or availability.
Instant Document Generation
Quotes, proposals, and contracts created in seconds; branded and accurate.
Smart Follow-Ups
Triggers emails, SMS, and call tasks based on deal stage-no more "forgot to follow up."
Approval Automation
Discount and deal approvals sent to the right person, no more stalled Slack threads.
CRM Auto-Logging
Calls, notes, meetings, and updates logged automatically, no rep action needed.
Pipeline & Forecast Visibility
Real-time dashboards show deal movement, rep activity, and forecast shifts as they happen.
There's A Good Reason For You To Be Excited
We trimmed days off our sales cycle, and our team finally has time to actually sell.
— Kristen M.
Director of Sales, VelocityIQ
I don't worry about follow-ups anymore. If it's in the pipeline, it's being worked on.
— Darren T.
VP of Sales, AlignLogic
Approvals, quotes, updates, it all just happens now. Our process doesn't get in the way of closing.
— Shyla B.
RevOps Lead, SignalStack
Good Answers To Great Questions
For any other questions use the Chat in the corner or reach out to us directly
Explore Other Use Cases
See how we help other departments achieve operational excellence
Marketing
Automate campaigns, lead scoring, and content distribution to scale your marketing efforts.
Finance & Admin
Streamline invoicing, expense management, and financial reporting with intelligent automation.
Customer Service
Enhance response times and satisfaction with automated ticket routing and resolution.
No more chasing approvals. No more missing follow-ups. No more guessing where deals stand.