Processes
A job starts, and every step runs to done.
Each kind of job gets its stages and steps, and you can see where every one stands.
Live demoRunning on sample records
Open transactions
0/3 routed
| Deal | Source | Action |
|---|---|---|
| 742 Maple Ridge | Buyer counsel | New intro |
| 18 Willow Lane | Lender portal | New |
| Ridgeview | Agent referral | In review |
Every job, moving on its own.
Stages you can see
Each kind of job has its stages. Every job sits in one, grouped so you can see what's waiting where.
Starts on its own
Kick off steps when a job changes stage, when a date comes up, on a schedule, or when someone submits a form.
Steps that do real work
Send emails, create tasks, update records, pull in data from your tools, or hand a step to an AI agent with clear limits.
A full run history
Every run is logged with its result. If one fails, the people you choose can be alerted.
Common questions
Do we build the processes ourselves?
You don't have to. We set them up around how you already work, and change them as you grow.
Can I run a process by hand?
Yes. Run it now from the process, without waiting for its trigger.
What happens when a step fails?
The run is marked as failed in its history, and the people you choose can be alerted.
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