SOPs, Milestones, and Approvals — On Autopilot
Turn your standard operating procedures into automated workflows with task generation, milestone tracking, approval chains, and dispatch scheduling. Process automation that actually works.
Replaces
One platform instead of paying for all of these
Everything You Need in Workflow Automation
A complete solution with every feature you'd expect — and several you wouldn't.
SOP Templates & Instances
Reusable SOP templates with automated task generation, tied to contacts and transactions with industry-specific milestones.
Milestone Workflows
Pre-built milestone templates for real estate, mortgage, and custom industries with automatic task generation and deadline tracking.
Approval Workflows
Multi-stage document review chains with configurable hierarchies, automated routing, and digital signature integration.
Dispatcher Board
Visual dispatch scheduling with technician assignment, drag-and-drop job management, and route optimization.
Tag-Based Automations
Configure automation rules in CRM settings that trigger actions based on contact tags, status changes, and events.
Document Templates
Dynamic document templates with merge fields that auto-populate from CRM and transaction data.
Automated Notifications
Email notifications at each workflow stage — approvals, assignments, deadlines, and escalations.
Progress Tracking
Visual progress tracking across all active SOPs, milestones, and workflows with at-a-glance status dashboards.
SOPs That Run Themselves
Define your process once as a template. Every time it's triggered — new client onboarding, transaction closing, employee setup — tasks are generated, assigned, and tracked automatically.
- Template-based process definition
- Automatic task generation per milestone
- Tied to CRM contacts and transactions
- Industry-specific templates included
SOPs That Run Themselves
Template-based process definition
Multi-Stage Approvals
Documents, deals, and expenses flow through configurable approval chains. Each approver gets notified, reviews, and signs off — with a complete audit trail.
- Configurable approval hierarchies
- Digital signature integration
- Automated routing based on rules
- Complete audit trail for compliance
Multi-Stage Approvals
Configurable approval hierarchies
Field Service Dispatch
For service businesses — assign technicians, schedule jobs, track status in real time, and optimize routes. The visual dispatch board makes scheduling intuitive.
- Visual drag-and-drop dispatch board
- Technician assignment and routing
- Real-time job status tracking
- Service area management
Field Service Dispatch
Visual drag-and-drop dispatch board
Put Your Processes on Autopilot
SOPs, milestones, approvals, and dispatch — automated and tracked. Define it once, run it forever.