Automations
Trigger follow-up from record changes, form submissions, dates, statuses, messages, and other operational signals.
See how platform teams use this
- A status change can create the next task, send the next message, or update the next field.
- Reminders can go out before key dates without anyone checking a spreadsheet each morning.
- The follow-up that always slipped can become the follow-up that always happens.
IncludedIncluded on every plan, including Free.
Verified email domains
Send from approved domains so public messages look professional and deliver reliably.
IncludedIncluded on every plan, including Free.
Content templates
Reuse approved message and document copy with data filled from records instead of hand-edited each time.
See how platform teams use this
- A standard reply or letter can be written once and reused with live record details.
- A new teammate can send the same quality message on day one.
IncludedIncluded on every plan, including Free.