The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Prepare client proposals without guessing at services or prices.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Put urgent team replies and overdue commitments first.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
Answer new service inquiries and receive a copy for personal follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Preview proposed page posts by email and reply with approval or changes.
Get the page owner's approval or revision notes by email, with a notice when your post review deadline passes unanswered.
Put each hire's packet link and missing items in a review task.
Get a private packet folder when files are available, plus a task showing any gaps to fix before you share it.
Prepare complete store access requests for your decision.
Get Shopify store access requests ready for your decision, with missing details handled in the email thread before anything reaches your approval list.