Automate processes, focus on the investor
Lead distribution rules, automatic escalation, event triggers and customizable workflows. Reduce manual work and increase productivity.
Workflow builder with nodes, conditions and automated actions
Automate the operational
Smart rules that work for you. Distribute leads, escalate tasks and trigger actions.
Event Triggers
Configure automatic actions when events happen: new lead, closed deal, SLA violated.
Workflow Builder
Visual workflow builder with conditions, delays and multiple actions.
Lead Distribution
Distribute leads automatically by rules: round-robin, capacity, region or product.
Automatic Escalation
Escalate unresolved tasks and tickets to managers or specific teams.
Process Automation
Automate repetitive processes like onboarding, follow-ups and collections.
Retry & Fallback
Actions with automatic retry and fallback to ensure reliable execution.
Less manual, more results
Automate the operational and free up time for what matters: the investor.
Visual Workflow
Build complex workflows with a visual interface. Conditions, delays, loops and parallel actions.
- Drag-and-drop nodes and conditions
- Conditions with AND/OR logic
- Configurable delays (minutes to days)
- Execution logs and debug
Intelligent Distribution
Distribute leads and tickets automatically with sophisticated rules that consider capacity and specialization.
- Weighted round-robin per advisor
- Distribution by region or product
- Maximum capacity per advisor
- Re-distribution when advisor is absent
