Automate your pipeline, from lead to loyal client

The Automation Builder lets you create trigger-based workflows — for example, "When a new client books" or "Client hasn't booked in N days" — that automatically send an SMS, email, or task. Build them from Automations → New Automation, choose a trigger, add actions, and turn it on.

Common triggers include: after an appointment is completed, when a new client books, when a client hasn't booked in a set number of days, after a 5-star review, after a client's 3rd booking, and after a referral link is clicked. Any automation can be paused or edited later without losing its history.

The Pipeline view tracks leads and clients through custom deal stages (e.g., New Lead → Contacted → Booked → Won) with drag-and-drop cards. Go to Pipeline → Manage Stages to add, rename, reorder, or delete stages to match how your business actually moves leads through the funnel.

Lead Scoring assigns a score to each contact based on engagement signals like response rate, booking history, and source quality — use "Rescore All" after changing your scoring rules. The Prospecting tool helps you log new leads from any source (manual entry, social media, cold outreach, referrals) before they become full client records.

Segments are static or rule-based groupings of clients (e.g., "VIP clients" or "Zip code 90210") you can target with campaigns. Smart Lists use live filters (e.g., health score below 70% and last visit over 60 days ago) that automatically update as client data changes.

If your list has grown messy, open the Duplicates panel and click "Scan for Duplicates" — MsgHealth flags likely matches by confidence level and lets you merge or dismiss each one. Tasks let you assign follow-ups to your team, and Client Notes keep private context on file that's never sent to the client.

Use the Reactivation panel to send win-back campaigns to clients who haven't booked recently — templates include limited-time offers and free add-on incentives, and campaigns can trigger automatically when a client's health score drops below a threshold.

Birthday Campaigns send a personalized SMS (optionally with a discount code) on each client's birthday, and Seasonal Campaigns include ready-made templates for holidays like Valentine's Day, Mother's Day, and Memorial Day. Recommendation Automations text happy clients their own referral link at the right moment — for example, right after a 5-star review.

Action Center pulls together every signal that needs your attention — churn risk, overdue invoices, pending estimates gone quiet, stale clients, and stalled deals — into a single prioritized queue instead of you checking five different tabs. Each item shows why it's flagged and a ready-made follow-up (send the invoice or estimate again, or text the client). You see who it goes to and the exact message first, and can change the wording before it sends. Snooze an item for 3 days if you're not ready to act yet; snoozed and already-followed-up items can be brought back from the Snoozed view.

Next Best Action is the same idea at the individual record level: a banner on a contact, deal, or invoice's detail view surfacing the single most useful thing to do about it right now, based on its current status. Dismiss it and it stays dismissed for that reason for the rest of your session — it reappears if the underlying situation changes, or on your next visit.