Automate Everything —

From Lead Capture To

Client Follow-Up with our

SMART Workflows AI

Save Time, Stay Organised, and Convert More Leads

with our Smart AI-Powered Workflows

Manually following up, assigning tasks, and managing repetitive marketing actions?

That’s yesterday’s way of working.

With our SMART AI Workflows & Automation feature,

powered by built-in Marketing AI, you can automate everything —

from lead nurturing to task reminders — so nothing falls through the cracks.

Spend less time on admin and more time closing deals, growing your brand, or serving your clients.

What is the

SMART Workflows AI Feature?


Our SMART Workflows AI & Automation tool is a powerful drag-and-drop system

that lets you build intelligent, time-saving sequences across your entire client journey.

Whether you want to follow up with leads, onboard clients, assign internal tasks,

or send out review requests — it’s all automated, all in one place.

Combined with our SMART Marketing AI, this tool also helps generate messages,

suggest next steps, and intelligently route leads and tasks based on behavior

— giving your business an always-on assistant.

Key Features

Drag-and-Drop Automation Builder


Create custom workflows to automate emails, SMS, task assignments, and lead tagging — no coding required.

Built-In Marketing AI


Use AI to generate follow-up messages, prioritise leads, suggest actions, and even write campaign content automatically.

Automated Lead Follow-Up


Send instant responses to form submissions, missed calls, or booked appointments — so you never lose momentum.

Smart Task Assignments


Automatically assign tasks to team members based on client actions, pipeline stage, or tags — with reminders and deadlines.

Behaviour-Based Triggers


Set workflows to run based on actions like email opens, link clicks, page visits, purchases, or inactivity.

CRM & Funnel Integration


Every contact is synced across your CRM, funnel pages, email sequences, and calendars — ensuring a consistent journey

Event & Appointment Workflows


Send automated confirmations, reminders, follow-ups, and review requests — reducing no-shows and increasing client satisfaction.

Add

Unlimited Platforms

You can add additional platforms like YouTube, Pinterest, WhatsApp, Google etc. to extend your digital footprint.

Replace all other platforms and tools with

ONE software that does it all.

Workflows & Automation

Your business, on autopilot.

Send appointment reminders, get more Google reviews & more. automatically. Our workflow builder eliminates tedious manual tasks.

Take the heavy lifting off your shoulders.

Connects with the TOOLS you're already using

Who This is Perfect For

Coaches

Automating follow-ups and onboarding sequences

Consultants

Managing task flows and lead nurturing

Small Business Owners

Wanting to run smarter with fewer manual steps

Ready to grow your business?

Benefits Over Manual Work or

Basic Email Tools

Manual Processes or Email Tools

SMART Workflows AI

Missed follow-ups & inconsistent engagement

Manual task creation

Generic messaging

Disconnected systems

Repetitive admin work

Automated lead nurturing & timely communication

AI-driven task assignments & reminders

AI-written personalised emails & texts

Full CRM, calendar & funnel integration

Set it once, let automation do the rest

TESTIMONIALS

What Our Clients Are Saying

"Tripled conversations without a sales assistant"

“I now follow up with every lead — automatically. My conversions have tripled without hiring a sales assistant.”

Melissa J., Life Coach, Pretoria

"Open rates jumped to 40%"

“The AI even suggested a better message for my email sequence. I used it — and the open rate jumped by 40%”


Lukhanyo S., Health Consultant, Cape Town

"Highly recommend this"

"I did not realise what a gamechanger this tool could be, it literally changed the way I create my content..."

Lizzi, Graphic Designer, Cape Town

Work Smarter. Close Faster. Grow

Your business, on autopilot, Without the Grind.

Workflows & Automation puts your entire business on autopilot — while our SMART Marketing AI helps you personalise, prioritise, and perform better.

It’s like having a full-time team working 24/7 — without the overhead.

FAQ

Can I automate both client communications and internal tasks?

Yes. You can create workflows that send automated emails and SMS to clients while also assigning tasks to yourself or team members.

How does Marketing AI help inside the workflow builder?

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.

Can I customise when and how workflows are triggered?

Absolutely. Workflows can be triggered by specific actions like form submissions, missed calls, purchases, tags, appointment bookings, and more.

Is this system easy to use for someone who isn’t tech-savvy?

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.

Will this replace my email marketing or task management tools?

It can — and often does. With workflows, you can centralise your communications, reminders, and lead nurturing inside one platform for maximum efficiency.