53 Automations. 4 Tiers. One Platform.
Every automation is validated against OpenClaw's 700+ skill library and delivered as a production-ready workflow for your business.
Tier 1 — Essentials
Lead Capture
$400Automatically captures inbound leads from website forms, ads, and landing pages into your CRM.
Lead Assignment Router
$400Routes new leads to the right team member based on territory, availability, or round-robin rules.
Welcome Sequence
$400Sends a personalized welcome email series to new leads or clients automatically.
Lead Scoring Engine
$400Ranks incoming leads by engagement, fit criteria, and behavioral signals.
Email Follow-up Sequences
$400Triggers automated follow-up email chains based on prospect activity and timing rules.
SMS Reminder System
$400Sends automated SMS reminders for appointments, deadlines, and follow-ups.
Missed Call Auto-Response
$400Automatically texts or emails callers when you miss their call with a personalized response.
Review Request Automation
$400Sends review requests to clients after project milestones or completed services.
Task Auto-Assignment
$400Automatically assigns tasks to team members based on workload, role, or project rules.
Deadline Reminder System
$400Sends automated reminders for upcoming tasks, renewals, and important deadlines.
Status Update Notifications
$400Posts automated status updates to Slack, email, or project boards when milestones change.
Daily Digest Reports
$400Generates and delivers daily summary reports of key metrics and activity to your inbox.
Tier 2 — Growth
Client Onboarding Workflow
$550Sends welcome emails, collects documents, assigns tasks, and sets up access for new clients.
Document Collection System
$550Automatically requests, tracks, and organizes required documents from clients.
Client Portal Access Setup
$550Provisions client portal accounts and permissions when new clients are onboarded.
Renewal Processing
$550Tracks contract and policy renewal dates and triggers the renewal workflow automatically.
Quote Generation Engine
$550Generates professional quotes from templates using project details and pricing rules.
Proposal Builder
$550Creates client proposals from templates, pre-filled with project scope and pricing.
Quote Follow-up Sequence
$550Sends timed follow-up emails after quotes are sent to improve close rates.
Pricing Calculator Integration
$550Embeds dynamic pricing calculations into your quoting workflow based on real-time data.
Invoice Generation & Sending
$550Creates and sends invoices automatically from project or billing data.
Payment Reminder Workflow
$550Sends automated payment reminders for overdue and upcoming invoices.
Payment Confirmation System
$550Sends confirmation emails and updates records when payments are received.
Subscription Billing Automation
$550Manages recurring billing cycles, charges, and payment tracking automatically.
Data Enrichment Pipeline
$550Enriches contact and company records with data from external sources automatically.
Duplicate Detection & Merge
$550Identifies and merges duplicate records across your CRM and databases.
Record Cleanup Automation
$550Standardizes, validates, and cleans data fields across your systems on a schedule.
Cross-Platform Data Sync
$550Keeps data consistent across CRM, email, accounting, and other platforms in real time.
Tier 3 — Scale
Multi-Stakeholder Approval Workflow
$700Routes documents and requests through multi-step approval chains with notifications.
Policy/Service Renewal Engine
$700Manages complex renewal workflows with multi-touch reminders and document generation.
Claims Processing
$700Automates claims intake, validation, routing, and status updates across stakeholders.
Commission Calculation Engine
$700Calculates sales commissions based on custom rules, tiers, and deal structures.
Executive Dashboard Builder
$700Creates live executive dashboards pulling data from all connected systems.
Automated Performance Reports
$700Generates weekly or monthly performance reports with KPIs, trends, and insights.
Pipeline Forecasting System
$700Projects revenue based on pipeline data, win rates, and historical trends.
Client Health Score Monitor
$700Tracks engagement, satisfaction, and risk signals to flag at-risk clients early.
AMS/CRM Integration Suite
$700Connects your agency management system or CRM with all operational tools.
Accounting System Integration
$700Syncs invoices, payments, and financial data between your accounting and operational systems.
Email Platform Integration
$700Connects email marketing platforms with your CRM for seamless campaign automation.
Calendar Sync & Scheduling
$700Syncs calendars across platforms and automates scheduling based on availability rules.
Abandoned Quote Recovery
$700Re-engages prospects who received quotes but didn't respond with targeted follow-ups.
Referral Program Automation
$700Manages referral tracking, rewards, and communications for your referral program.
Event/Webinar Registration System
$700Handles event registration, reminders, follow-ups, and attendee management.
Lead Magnet Delivery
$700Automatically delivers lead magnets and triggers nurture sequences on download.
Compliance Checklist Automation
$700Tracks regulatory requirements and automates compliance checklist completion.
Audit Trail System
$700Maintains detailed audit logs of all system changes, approvals, and data modifications.
E-Signature Workflow
$700Routes documents for electronic signature with reminders and status tracking.
Certificate/License Expiry Tracking
$700Monitors expiration dates and triggers renewal workflows for certificates and licenses.
Tier 4 — Enterprise
Custom API Integration
$1000Connects any system with a custom-built API integration tailored to your workflow.
AI-Powered Lead Qualification
$900Uses AI to qualify leads based on conversation analysis, behavior, and fit scoring.
Advanced Reporting with Predictive Analytics
$1000Provides advanced dashboards with trend forecasting and predictive business insights.
Multi-Channel Campaign Orchestration
$850Coordinates marketing campaigns across email, SMS, social, and ads from one workflow.
Custom Workflow Builder
FreeA bespoke automation designed to your exact specifications — included with any package.
Build Your Custom Package
Mix and match automations from any tier, or choose a pre-built package. See your ROI instantly.
Free strategy call — no commitment, no pressure.