QuickWork

Begin with what you want your customer to do next, then assemble the steps to get them there. In QuickWork, you start by connecting the tools you already use—ads, forms, email, chat, billing, and your CRM. Pick an entry event (new lead, trial signup, purchase), map fields, and add checks for duplicates. Pull in enrichment from external data providers, score the contact, and route them to the right owner. The visual builder lets you branch by geography, intent, or value; push updates to your CRM or sheets; and notify teams in Slack or email. AI can propose the next step in the path, suggest conditions, and auto-populate variables to speed up setup. When you’re ready, test with sample records, watch real-time logs, and publish.

Turn interest into revenue with targeted follow‑ups. Create modular proposal templates with dynamic pricing, product bundles, and legal clauses that adapt to each prospect. Decide how to reach out—email, SMS, WhatsApp, or in‑app—based on the contact’s channel preference and engagement history. Add verification steps using external KYC or identity services before sending agreements. Push signed files to your drive, update deal stages, and set tasks if there’s no reply in 24 hours. Use throttling to avoid spamming, A/B test subject lines or message copy, and capture replies to keep the timeline current. Every touchpoint is logged so sales can pick up the conversation without guessing. more