Switch on when you need it
Rules
When this happens, do that — written as a sentence, not a spreadsheet.
“Every time a quote is accepted, somebody has to remember four other things.”
Instead of: Sticky notes, reminders and a connector service
Rules watch what happens across your workspace and act on it for you. Pick the moment — a deal is won, an invoice goes late, a rating comes in under three stars — narrow it down with a condition or two, then line up what should happen: a task on the right person, an email or a text, a field set, a tag added, a record handed to a new owner, a message to another system, or a pause of a few days before the next step. Every rule reads as plain English, every run is written down, and a rule that starts chasing its own tail is stopped before it does any damage.
What you get
- A rule editor that reads as a sentence: when this happens, if this is true, do that
- Moments to start from across everything you license — sales, delivery, people and money — with no list for you to maintain
- Conditions compared against the record, deal or task the moment happened to
- Actions that create a task, send an email or a text, set a field, add a tag, hand a record to a new owner, call another system, or wait a few days
- Extra actions from the modules you already run: start a project, draft an invoice, award points
- A dry run against the last real thing that happened, so you can see what a rule would do before you turn it on
- A run log showing what fired, what matched, what it did and what failed, with a re-run button
- Loop protection, an hourly run limit per rule, and an explicit switch before a rule may contact anyone outside your workspace
Who tends to switch this on
- Owners who keep reminding someone to do the same thing every time
- Teams whose handovers between selling, delivering and billing happen by memory
- Anyone who wants the same follow-up to happen every time without a person in the middle
Goes well with
People who switch on Rules usually switch these on too.
Projects & Workflow
Projects, tasks and kanban boards with dependencies that actually enforce order.
Instead of: A separate project tool with its own copy of your customers
Finance
Commissions, invoices, expenses and pay periods that reconcile with your deals.
Instead of: A commission spreadsheet and a separate expenses app
Team Engagement
Points for the work that matters, a leaderboard, and a rewards store.
Instead of: A recognition scheme run out of a group chat
Report Builder
Pick a category, a subcategory and the fields you want. Save it. Export it.
Instead of: Exporting everything to a spreadsheet to answer one question
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Rules with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.