Essentials Automation
$149.00 / month and a $499.00 sign-up fee
Essentials automation with welcome flows, CRM syncing and internal notifications.
- Welcome email flow for new leads
- Follow-up automation sequence for inquiries
- CRM integration and field mapping
- Lead tagging and segmentation rules
- Automated internal lead notifications
- Pipeline entry and status update rules
- Simple reporting or dashboard view
- Monthly review and minor workflow tweaks
| Service Type | Automation |
|---|---|
| Project Level | Starter |
| Billing Model | Hybrid |