🚀 Introducing Workflows – Smarter Automation, Bigger Impact 💡
We’ve just rolled out a powerful new feature: Workflows – built to help you automate the right actions at the right time, across your Surveys, Projects, and Referrers.
Think of it as your behind-the-scenes assistant, helping your team follow up, follow through, and stay ahead – without lifting a finger.
🔧 What can you do with Workflows?
✅ Send Emails & SMS
✅ Create Tasks & Notes
✅ Trigger actions immediately, after a delay, or on a fixed date
There are a whole host of ways you can use this new feature to increase sales, save time and boost engagement.
✨ Whether it’s onboarding a client, following up a valuation, or re-engaging a key referral partner – Workflows makes sure it just happens.
🛠️ Fully customisable. Hyper-targeted. Easy to use.
Ready to put your follow-ups on autopilot?