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.
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