Features · On every plan, including free

Simple workflow automation for your CRM

Rules do the routine chasing so your team doesn't have to remember it. They are plain when-this-then-that rules anyone can set up.

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Two automations: a task for every new lead, and a notification when a deal is won. — Automations for follow-up tasks, routing and alerts.

What you get

When something happens

Trigger on new companies, contacts or deals, or when a stage, owner or field changes.

Only when it matters

Add conditions, such as only deals over a value or only leads from a certain source.

Then do the work

Create a task with a due date, assign an owner, move the stage, set a field, add a note, notify someone or start an email sequence.

Clearly labelled

Everything a rule does is labelled on the timeline, and rules never trigger each other, so nothing loops.

Set it up

Open Settings › Automations and choose New rule.
Pick the trigger, add any conditions and the actions.
Switch it on; the next matching change runs it.

Questions

How many rules can I have?

Five active rules on the free Basic plan, unlimited on Standard.

Can automations send emails?

On Standard, a rule can start an email sequence from your connected mailbox.

Pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies. Your first workspace gets Standard free for 30 days, no card needed. Prices exclude VAT.

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