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Yes. You can create workflows that send automated emails and SMS to clients while also assigning tasks to yourself or team members.
Marketing AI can suggest next best actions, write messages for different scenarios (like follow-ups or reminders), and even adjust messaging based on lead behavior.
Absolutely. Workflows can be triggered by specific actions like form submissions, missed calls, purchases, tags, appointment bookings, and more.
Yes! The drag-and-drop workflow builder is designed for non-technical users, and we offer templates and guided support to get you started quickly.
It can — and often does. With workflows, you can centralise your communications, reminders, and lead nurturing inside one platform for maximum efficiency.
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