Work happens while you sleep.
One screen lists every background job you can switch on or off, each with its own settings. Recommended automations show the ones you are not using yet, with one-click enable. Every run is logged with success or error.
- Per-automation toggle, its own settings and a schedule editor for time-based jobs
- Recommended automations you are not using yet, with one-click enable
- Run history: every execution logged with success or error
- Scheduled summaries: a daily digest, a morning briefing, a daily leaderboard and a weekly activity report
- A quiet-customer alert: closed-won customers who have gone silent past your threshold, flagged weekly to managers
- Notifications in the app and by email, per user preference, with a daily digest at a time each person chooses
Every background job on one screen.
Includes a daily digest, a morning briefing, a daily leaderboard, a weekly activity report, and a weekly alert for closed-won customers who have gone quiet. Stalled leads are raised to the rep and the manager, and recycling rules put idle leads back in the pool. Automation is Basic on the Starter and Team plans and Full on Business and Scale.
Sign-off built in.
A proposal approval queue for proposals over a threshold, plus a general approval workflow with an inbox and per-role approvers, usable for discounts, expenses, quotes and orders.
Every run logged.
Run history records every execution with success or error, so you can see what ran and when.