Let the next step happen.
Map the steps once, then let record changes, webhooks or schedules start the work.
Acme workspaceIllustrative dataYour customer workspace
Good relationships start with the details.
| Name | Company | Status |
|---|---|---|
| OCOlivia Chen | Acme Studio | Customer |
| PSPriya Sharma | Northstar Labs | Lead |
| JWJames Wilson | Orbit Ventures | Customer |
| ETEmma Thompson | Bloom & Co | Lead |
Contact details, notes and next steps. All together.
Keep every deal moving
One pipeline. A clear next step.
Qualified1
Proposal1
Won1
Stages, values and follow-ups stay connected.
A clear view of your finances
Follow the invoice through to payment.
| Invoice | Customer | Balance |
|---|---|---|
| INV-2026-00001 | Acme Studio | $865.30 |
| INV-2026-00002 | Northstar Labs | $250.00 |
| INV-2026-00003 | Orbit Ventures | Paid |
Acme Studio invoiceTotal $1,265.55Received $400.25
Every currency keeps its own totals.
When the deal is won
Your next step, already mapped out.
- Sales eventDeal marked as won
- Finance actionCreate an invoice draft
- Your reviewCheck the details, then issue
Build the path visually
Connect triggers, conditions and actions in one canvas. Create tasks, update CRM records or generate finance drafts.
Review before you publish
Keep a workflow as a draft while you check its behavior. Publishing preserves a version for its executions.
Know what happened
Inspect execution history and step results. Waits and retries keep a workflow moving without losing its saved state.
A little less busywork.
A lot more possibility.
Bring your team into one workspace.