Follow-up that happens even on your busiest day.
- 1 paid per use
- Everything else in every plan
Everything in Automations
Open a feature for the detail. The wallet mark means it is paid per use from your wallet at the published rates.
See wallet ratesMost used
Automation builder
Lay out what should happen after something happens, step by step, with waits in between. When a new enquiry comes in, a salon can send a text, wait a day, send an email, and then create a call task if there is still no reply. Each step can use text, email, calls, or tasks, so one automation covers every channel.
Ready-made owner journeys
Common jobs every service business needs come ready to switch on. A missed-call journey texts the caller back, a review journey asks happy customers for a review, and a win-back journey reaches people who have not booked in a while. We adjust the wording and timing to your business before they go live.
Ready-made recipes
Start from a finished automation instead of a blank page. A dental practice can use the birthday recipe to send a greeting, or a seasonal recipe to remind patients about a check-up before the year ends. Each recipe can be edited to match your tone and offers.
Automations for any record
Automations can run on companies, jobs, renewals, or any other record you track, not only on people. A cleaning company can start a checklist when a new commercial contract is added. A consultant can start a renewal sequence when a client's agreement is close to ending.
Built-in links to popular apps
Many popular business apps are available as ready steps inside the builder. You can send details to the tools you already use without paying for a separate connector service. We set up the links your business needs during setup.
Advanced steps
Advanced steps handle the jobs the standard steps cannot, like adding a row to Google Sheets, running a small piece of custom code, or reformatting a phone number or date. A trades business might log every finished job to a shared sheet for the bookkeeper. Each run of an advanced step is paid from your wallet.
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Email-triggered automations
An automation can start when a certain email arrives in your inbox. When a booking platform or supplier emails you a confirmation, the automation can create the job and alert the right person. Nobody has to read the email and copy the details across.
Error check before launch
Before an automation goes live, the builder checks it for missing steps and settings that would stop it working. You fix the problem first instead of finding out from an unhappy customer. We also run this check when we build or change automations for you.
Date-based follow-ups
Reminders can start from any date you keep on file, not only from a booking. A boiler engineer can remind customers when their annual service is due, and a salon can mark a client's anniversary with an offer. The dates come from the customer record, so each person gets the message at the right time.
Tracked links
Links in your texts and emails show who clicked them. If someone opens your teeth whitening offer but does not book, an automation can follow up a day later or flag them for a call. Your team spends time on the people who have shown interest.
What we set up for you
Done by our team on Grow and Scale, free when you pay yearly.
How our team works- We build the automations your business needs, written in your voice and matched to how you work.
- We rebuild the follow-up you already run in your current tools so nothing stops during the move.
- We test each automation before it goes live and train your team to read what it did.
- We check that every automation keeps running and fix what breaks.
Works with
The areas this one hands work to, and gets work from.
Texts, email, and WhatsApp
Automations send the texts and emails, so follow-up goes out on time without anyone typing it.Calendars and booking
Bookings, cancellations, and no-shows can each start their own reminders and follow-up.Sales pipelines
Moving a deal to a new stage can start the next step on its own.Reviews
A finished job can trigger a review request at the moment the customer is happiest.
Who uses it
Kinds of business that lean on this area most, and how they put it to work.
See every use caseDental and clinics
Patients book online, get reminded, and hear from you when a check-up is due.Home services
Missed calls get a text back, and quotes go out that customers pay from their phone.Professional services
Enquiries book a consultation into your calendar and get followed up until they answer.Fitness and wellness
Members book classes, pay monthly, and hear from you before they drift away.Real estate
Every buyer and seller lead gets a fast reply and a follow-up until they are ready.Coaches and consultants
Discovery calls book themselves, and clients get your programs and invoices in one portal.Med spas
Clients book treatments with a deposit, get reminded, and come back for their next session.
A customer referral program for a service business
How to set up a customer referral program for a service business: what the research says, choosing a reward, tracking referrals, and the disclosure rules.Dental patient recall: bringing patients back
A front-desk system for dental patient recall: booking the next visit, dated reminders for everyone else, wording that works, and one number to track.Following up an estimate without being pushy
A plain schedule for following up an estimate, what to say in each message, the consent and cancellation rules to know, and how to track quotes that stall.
Let us set up your CRM.
Start the trial, or talk it through with the person who would build your account.
Prefer to talk now? Call +1 833-719-7466.
- Setup, data moves, and training by our team, free on yearly
- 14 days to try it on your own business
- Usage rates published before you spend
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