What teams do here
- Workflow rules
- Reminders
- Handoffs
- Approvals
Module · Automation
Automation inside one operating platform
Trigger follow-ups, tasks, and billing events across modules. Automation is the connective tissue: a won deal, overdue invoice, or approved estimate can move the whole workspace.
In this module
Built to share data with every other module
How it connects
- Choose a cross-module trigger
- Define the action
- Watch the handoff happen
Keep exploring the ecosystem
Other modules in the same workspace
CRM
Customers, contacts, and account history live in the same workspace as sales and delivery.
Sales
Pipeline, opportunities, and forecasts sit beside CRM, proposals, and projects.
Project Management
Plan delivery against the clients and contracts you already sold.
Task Management
Assign work across teams without leaving the operating platform.
Time Tracking
Capture billable time that flows into invoices automatically.
Estimates
Scope work and convert approved estimates into projects and invoices.
One workspace
See Automation with the rest of your business
Automation is a connected module — not a standalone app — so records stay shared across CRM, delivery, and finance.