Leave nothing to chance.
Thirty triggers, sixteen actions, wait steps, and a recipe gallery: the follow-ups you keep forgetting, running on rails.
Included on every plan · No card required
The follow-ups you keep forgetting, turned into rules that never sleep.
Triggers
Everything that happens can start a rule.
- Forms: submitted AND started-but-abandoned
- Deals, stage moves, owner changes, stalled investors
- Calls completed, missed, and voicemail; SMS replies
- Money: paid, failed, purchased, subscribed, canceled, refunded
- Meetings booked and canceled; email opens and clicks; scorecards off-track
Actions
Sixteen things a rule can do.
- Send email (inline or template) and SMS
- Create tasks, notify in-app, update any field
- Move deal stages, add to lists, write scorecards
- Convoy project ops, signed webhooks to anything
- Wait steps turn any rule into a drip
Control
Rules you can trust.
- Conditions with the same sentence-style filters as smart lists
- Filters that know what fired them: your real forms, links, and booking types by name
- One automation, many outcomes: per-step conditions plus Stop
- A recipe gallery shipped to every tenant, off by default
- Full run history
Every module, one relationship.
ARC
Attentive Relationship Concierge
Ping
Texting + calling
Meridian
Scheduling, branded
Events
Zoom meetings + webinars
Megaphone
AI email, no technical skills
Mailbox
Unified inbox
Forms
Capture that closes
Ink
E-signature in your brand
Collect
Quotes, invoices, payments
Convoy
Projects + EOS scorecards
Signal
Dashboards that compose themselves
Verified
Blue + gold identity checks
Ambassador
Referrals as a system
Underwrite
Deal underwriting, live
TenthYards
Capital raises, end to end