Connect your lead sources, reduce manual follow-up, and keep your teams informed with workflows matched to business needs.
Three practical automation plans for small businesses through to multi-department sales teams. Setup and ongoing monthly service fees are separate.
BEST FOR Small shops, restaurants and local service offices
BEST FOR Growing service businesses, real estate, agencies and clinics
BEST FOR Multi-department businesses and higher-volume sales operations
Meta lead forms, WhatsApp Business API, AI tools and CRM connections depend on provider approval, account eligibility, authorized access and technical feasibility. Provider charges, API conversation fees, AI usage, subscriptions and infrastructure are excluded unless a written quotation explicitly includes them. Scope, usage limits, number of workflows, implementation milestones and service levels are agreed in writing. Sales outcomes and platform approvals are not guaranteed.
Use consent-based messaging, appropriate access controls, clear retention rules and customer-data protection. AI-assisted workflows should include a human handoff where appropriate.
Review lead sources, existing tools and authorized access.
Confirm integrations, workflows, responsibilities and fees in writing.
Configure automations and test failure handling and data flow.
Hand over access and monitor according to the selected plan.