Sales and Marketing Automation Software

What if you could offload repetitive, manual tasks and focus on what matters most in your business? With sales and marketing automation, you can.

It has allowed us to automate an incredible number of processes which previously we either ran manually (with lots of mistakes) or not at all. Even more importantly, it’s generated very tangible results for us.

Jason Mojo

Lifeonaire

Save time and cut back on manual work.

Don’t waste time on tasks that automation can handle for you. Instead, easily build automated campaigns for all of your workflows with the help of our AI assistant and drag-and-drop functionality.

You’ll get hours¹ back in your day while campaigns handle your customer follow-up, reminders, appointment scheduling, billing, and so much more.

Let automation do the follow-up so no lead is left behind.

Instead of manually reaching out to every lead, put your follow-up process on autopilot so you can:

Consistently follow up with every lead in a timely manner.
Automatically deliver personalized, custom messages based on lead actions.
Ensure no lead or customer falls through the cracks.

Close deals efficiently and keep customers coming back for more.

Streamline every step of your pipeline automation software so you can win more customers, get paid faster, and earn repeat business.

Here’s how it works:

Deliver invoices and billing reminders to ensure you get paid on time.
Send post-purchase follow-up messages so you stay top of mind with your audience.
Boost your online presence by sending review requests.
Increase repeat business with post-purchase campaigns.

How sales and marketing automation works

Putting your sales and marketing tasks on autopilot is simpler than it seems, and it can be done in just a few steps:

Step 1: Start building an automated campaign.

When you set out to automate your tasks, you don’t have to start from scratch! Our marketing automation platform comes loaded with pre-built templates designed to automate common workflows that you and your team do every day, such as following up with leads, sending payment reminders, booking appointments, and more.

Want to design your own? No problem – you can always opt to craft a custom campaign.

Step 2: Choose the “When” action that starts the automation.

Each automated campaign begins with a “when” action. This action is the trigger that kicks off all the tasks in your workflow without you having to lift a finger.

An example of a “when” action could be when a prospect submits a form. Once the form is submitted, the necessary next steps will launch automatically.

Step 3: Choose the “Then” action(s) you want to happen next.

“Then” actions are what happen automatically after your “when” actions have been completed.

For example, when a new lead submits a form (“when” action), the automation can automatically launch a “then” action of your choosing, such as a welcome email or an invite to book a consultation.

Step 4: Define a stopping point if necessary.

Your automation can go on as long as you’d like with as many “when” and “then” actions as you need. But make sure to program a stopping point so your automation knows when to end.

In the case of automating your lead follow-up, a natural end point would be when the lead makes a purchase and turns into a customer!