Automated workflows that drive revenue.

From lifecycle reminder to referral to win-back to technician spiff. Every revenue motion runs end-to-end on autopilot.

Lifecycle marketing & agentic campaignstouchpoints that create leadsAnnual tune-ups, warranty checks, seasonal reminders, sent in your voice the moment the customer needs them.
Referrals & win-backsExisting customers become your top channel.A one-tap referral form, lapsed-customer reactivation, and the booked job syncing straight to dispatch. The book of business you already paid for, working again.
Social sharing & advocacyOne tap. Your brand on their feed.Friction-free share sheet routes the customer's recommendation to Messages, Facebook, X, or Instagram, with attribution back to the closed job.
Semi-Automated RewardsClosed-loop, in seconds.When the job is complete, the referrer chooses from 2,300+ payout options, including bank transfer, Venmo, and prepaid Visa gift cards.
Technician SpiffThe team that asks gets paid.Every referral a tech generates lands in the leaderboard. Your A-players are incentivized the same way as your customers.

Autonomous workflows for revenue growth.

Each flow runs in your tone, on top of the CRM you already use.

Campaigns

Agentic Campaigns that run themselves

Designs, launches, and optimizes multi-touch referral campaigns automatically.

Designs campaigns in minutes, not hours

Sends thousands of personalized sequences

tracks campaign results

Campaign Builder
Spring Referral BlitzLive
Day 1 · Intro + $50 giftSent
Day 3 · Success story + $100Sent
Day 7 · VIP bonusScheduled
81%
Open rate
$18K
Revenue
Referrals

Every referral, tracked and closed.

Tracks every referral from source to close. Auto-attributes revenue, manages the pipeline, and ensures no leads fall through the cracks.

End-to-end pipeline tracking
Auto-attributes revenue to source
Live CRM sync
Referral Pipeline
James M. · HVAC InstallBooked
Maria S. · Plumbing RepairContacted
Tyler K. · Roof ReplacePending
Lisa D. · Electrical PanelClosed $4,200
181
Active referrals
70%
Close rate
Lifecycle marketing

Lifecycle messages to create leads.

Personalized outreach, follow-ups, and re-engagement messages, sent for you. Learns from every reply to optimize tone, timing, and conversion.

Learns from replies to improve tone
Auto-escalates high-intent referrers
SMS, RCS, email, all unified
Live Chat Feed
Hi James! Following up on your last job — hope it's holding up great. Know someone who could use us? Refer them and earn rewards.
Actually yeah, my neighbor's been asking who did it. I'll send them your way!
Amazing, thank you! Your reward's paid out as soon as we complete the job.
127 msgs today · 34% reply rate · 8 high-intent leads
Win-backs & leads

Lapsed customers, reactivated. Inbound leads, replied to in seconds.

Instantly qualifies and routes every inbound referral lead. Responds within seconds and syncs to your CRM.

Responds to customers instantly

Auto-qualifies with smart questions
Works 24/7, holidays included
Inbound Lead Queue
Jessi C. · Update on condenser orderAuto-replied
Alex P. · HVAC replacement · $8,500 est.Qualifying
Sarah T. · Water heater installBooking
<30s
Avg reply
94%
Qualified
23
Booked today
Rewards

Rewards paid out, automatically.

Automates the entire referral reward lifecycle. Tracks earnings, processes payouts, generates codes, detects fraud, ensures compliance.

Tracks all rewards in real time
Detects fraud patterns instantly
Built-in compliance audit log
Rewards Dashboard
$12,450
Paid YTD
$2,100
Pending
$50 Gift · 34 referrersPaid
$100 Bonus · 12 top-tierProcessing
Free service · 8 VIPsDelivered
0 fraud flags · 100% compliant · auto-payout on
Technician spiffs & leaderboards

Your team, motivated to ask.

Motivates techs and CSRs with automated spiff tracking. Tracks asks, calculates commissions, and drives competition with leaderboards.

Auto-tracks asks per employee
Real-time commission calculation
Live leaderboards and rankings
Spiff Leaderboard
01
Mike T.18 referrals asked
$540
02
Sarah L.14 referrals asked
$420
03
David R.11 referrals asked
$330
$4,200
Spiffs MTD
86%
Ask rate