Lead Capture & Scoring Engine
Capture leads effortlessly from multiple channels and score them in real time to prioritize your hottest prospects.
Automatically capture leads from website forms, landing pages, and ad campaigns.
Enrich leads with company size role, industry, and location data to build a full profile.
Apply a custom lead scoring model based on demographic data, engagement level, and source.
Alert your sales team inmediately when a lead hits the "hot" threshold, with key insights and recommended next steps.
Cold Outreach Engine
Turn cold leads into warm conversations using intelligent multichannel outreach.
Source and enrich cold leads with data like job title, company size, and industry.
Auto-generate personalized cold email intros and subject lines.
Run automated, A/B-tested outreach sequences across email and LinkedIn.
Sync positive replies to your CRM and trigger task assignments for your team.
Proposal Writing Assistant
Generate tailored, high-converting proposals in minutes without burdening your sales team.
Pull lead details, deal value, and notes from your CRM.
Auto-generate a personalized proposal using your brand’s template and value proposition.
Insert dynamic proposal components like pricing tables, timelines, and testimonials.
Send the proposal with built-in e-signature tracking and reminders.
Lead Nuturing & Book Calls
Nurture your leads with personalized content, schedule meetings automatically, and prep them before the call.
Trigger a personalised email sequence based on lead behaviour and profile, educational content, case studies, social proof.
Include smart scheduling links that auto-sync with your calendar and let leads choose a time without back-and-forth emails.
Generate a tailored "prep pack" for the lead before the meeting (e.g., recap of key info, agenda, testimonials, and success stories).
Notify the sales rep with a summary of lead context, pain points, and conversation triggers 30 minutes before the meeting.
Invoice Generation & Tracking
Automatically generate, send, and track invoices—without chasing payments manually.
Detect new billable items or completed projects and trigger invoice creation.
Auto-generate branded invoices with client details and line items.
Send invoices with payment links and real-time payment tracking.
Notify your team when invoices are paid or overdue, with follow-up reminders.
Expense Reconciliation
Streamline expense tracking and eliminate manual spreadsheet work with automated reconciliation.
Capture receipts via mobile or email, automatically categorize expenses.
Sync transactions from company bank accounts and credit cards.
Match receipts to transactions using AI-powered reconciliation.
Export reconciled data into monthly or quarterly expense reports.
Automated Job Posting & Applicant Tracking
Post jobs across multiple platforms and manage candidates in one streamlined workflow.
Create a new job listing and publish across LinkedIn, Indeed, and niche job boards.
Sync applicant data to your central ATS with resume and role tagging.
Auto-send interview scheduling links based on hiring manager availability.
Notify hiring teams when a new qualified applicant is added to the pipeline.
New Employee Onboarding Workflow
Deliver a seamless onboarding experience with automated task assignment, training, and compliance.
Trigger onboarding checklist as soon as an employee is marked as hired.
Assign a personalized onboarding workspace with tasks, links, and company docs.
Auto-send welcome videos from the CEO and department leads.
Automatically provision email, Slack, and system logins using templates.
Task Management & Workflow Automation
Streamline internal workflows with automated task assignment, tracking, and progress updates.
Trigger task creation from form submissions, emails, or project templates.
Automatically assign tasks to the right team member based on project type or priority.
Send task notifications and deadline reminders in team channels.
Sync task updates and statuses into project dashboards and weekly reviews.
Employee Onboarding Automation
Deliver a smooth, consistent onboarding experience that scales—without manual follow-ups.
Trigger onboarding workflow when a new hire is added to the HRIS.
Send welcome email, account access, and first-day instructions automatically.
Share pre-recorded onboarding videos for tools, processes, and company values.
Assign onboarding checklist with training modules and completion tracking.
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INTO A 4 SEC PROCESS
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AI Automation in 5 Steps
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How to use AI to automate your business
15 May 5:30 - 8:00pm
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automation audit.
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10+
Hours Saved
Per week, per employee for businesses automating routine tasks.
Zapier Report
1.8x
Casflow Worth
From productivity gains, labor savings.
McKinsey Global
70%
Task Reduction
AI helps businesses cut repetitive workload time by up to 70%.
Accenture
90%
Error Reduction
AI-powered data entry and validation systems can reduce manual entry errors by up to 90%.
MIT
