Workflows
Automation and AI agents without a developer
Workflows take the routine off your team: they create tasks, move deals and message customers. An AI agent answers in chat on its own and hands your manager a customer who is already warm.
14 days free. No credit card required.
Sound familiar?
Half of a manager's day is routine
Create a task, send the details, remind about the meeting. Every step by hand, and every step sometimes forgotten.
A customer is waiting at midnight
The request arrived at 23:40 and the answer will come in the morning. By then they have written to your competitors.
The process exists, compliance does not
"Send the invoice within a day of the demo" works right up until the first busy week.
What's inside
Visual builder
A scenario is assembled from blocks: condition, action, delay, branch. No code required.
Reacting to CRM events
A deal changes stage, a request arrives, a deadline passes — the workflow starts itself and does what is needed.
AI agents in chats
The agent answers routine questions, clarifies the request and calls a human in when the conversation goes beyond its scope.
Automatic tasks and reminders
Tasks are created for the right person with a deadline, and overdue ones surface without anyone chasing.
Segmented campaigns
A message goes to a chosen group of customers through the channel they already use with you.
Talking to external services
A workflow can call third-party services over webhooks — that is how non-standard logic gets plugged in.
Works together with the other modules
The data stays connected: a chat becomes a deal, and a deal becomes tasks and money.
Messenger
Customer conversations from every channel and internal team chat in a single window. The whole thread stays with the deal instead of on someone's personal phone.
CRM
Leads, customers and deals in a clear pipeline. Requests from every source land in the system automatically, so nothing goes unanswered.
Tasks
A full task tracker linked to a deal, a client or a property. You always see who owes what on every sale.
Frequently asked questions
Do I need a developer to set it up?
No, scenarios are built with the mouse. Complex branching and integrations can be set up by us as part of the implementation services.
What do the AI agents run on?
The agent is configured on your own material: price list, service descriptions, common questions. Its answers stay within what you gave it.
Can I automate just a part of the work?
Yes. Most teams start with one or two scenarios — an auto-reply to new requests, for example — and expand as trust grows.
Get your CRM running in minutes
Create an account and see how it works with your own data. We will help you import customers and set up your processes.