Automation Packages for Every Department
Pre-built automation bundles tailored to your department's needs. Pick a tier, book a call, and we'll get you set up.
Automate lead capture, follow-ups, proposals, and pipeline management.
Starter
5 workflowsAutomate the essentials of your sales pipeline
- Lead Capture
Automatically collect and route new leads to your CRM
- Lead Scoring
Score and prioritize leads based on engagement and fit
- Follow-Up Sequences
Send timely follow-ups without manual effort
- Meeting Booking
Let prospects book calls directly into your calendar
- Pipeline Alerts
Get notified when deals stall or need attention
Growth
11 workflowsScale your sales operations with intelligent automation
Everything in Starter (5 workflows), plus:
- Proposal Generator
Auto-generate customized proposals from templates
- Contract Workflow
Route contracts for approval and e-signature
- Win/Loss Analysis
Track and analyze why deals close or fall through
- Competitor Monitoring
Get alerts when competitors update pricing or features
- Territory Assignment
Auto-assign leads to reps based on territory rules
- Referral Tracking
Track referral sources and reward top referrers
Scale
18 workflowsFull department transformation with AI-powered workflows
Everything in Growth (11 workflows), plus:
- Revenue Forecasting
AI-powered revenue predictions from pipeline data
- Commission Calculator
Auto-calculate commissions based on deal rules
- Deal Room Setup
Auto-create shared workspaces for each deal
- Sales Coaching
AI analysis of calls and emails with improvement tips
- Customer Expansion
Identify upsell and cross-sell opportunities
- QBR Automation
Auto-generate quarterly business review decks
- Sales Enablement
Deliver the right content to reps at the right time
Every package is customized to your tools and workflows. See how we work →
Not Sure Which Package Fits?
Book a free call and we'll recommend the right package for your team.
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