Automation Plan Builder

Professional Services (Legal, Accounting, Consulting)

What industry best describes your business?

Poor communication between team/customers

Inconsistent follow-up with leads/customers

CRM (Salesforce, HubSpot, Pipedrive, etc.)

Email Marketing (Mailchimp, Constant Contact, etc.)

Project Management (Asana, Trello, Monday.com, etc.)

We're open to new tools if they're user-friendly

We prefer simple solutions and minimal change