Automation/Workflow Builder

Automation/Workflow Builder

Workflow Builder

Automate funnel processes, team tasks, sales data, and beyond!

Replaces: ActiveCampaign, HubSpot, Infusionsoft, etc.

  • Automate sending emails, texts, and voicemails

  • Automatically update pipeline stages

  • Notify internal teams automatically

  • Utilize advanced "If/Else" branching system

  • Automate system tasks

  • Instantly grant course or membership access

  • Update Google Sheets automatically

  • Send content to Slack

  • Plus many additional functionalities!

Utilize Client Matchmaking CRM features conveniently on your mobile device using our LeadConnector Mobile App.

Effortlessly communicate with leads through the mobile app. Manage appointments seamlessly on the go, freeing yourself from the need to stay tethered to your computer for smooth business operations.

  • Utilize email, SMS, calls, and more for communication.

  • Efficiently schedule, reschedule, and cancel appointments.

  • Update contact information directly in the CRM.

  • Manage tasks within your sales pipelines seamlessly.

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