A board of rules
The stages of a board as a row of arrows, the rules that fire on each under it; drag a rule under another stage and it watches that one. Timers and events hang below.
When this happens on a card, do that.
A rule book under every board: Leads, Deals, Portfolio and Orders. Each rule reads as one sentence: when a card reaches a stage, an email arrives, a call ends, a task is closed or nothing happens for days; only if the country, the owner or a field says so; then notify, raise a task, move the card, change the owner or put an email to the client in Outbox. Nothing reaches a client by itself unless an administrator says so.
AvailableIncluded capabilities
One sentence per rule
When, only if, then, with several actions in order, placeholders for the person, the company, the owner and a link to the card, and a name the log and the card's history use.
Every channel the desk has
The bell, a Telegram to a person or to a room of the group, an email to a colleague, a task, an agent call, a move, a hand-over, the owner, a field, a webhook to a URL of yours.
Writes to a client only as a draft
A letter or a WhatsApp from a rule lands in Outbox for a person to send. An administrator, and only an administrator, can tick "send at once" on one action, and the card shows the tick.
Timing and office hours
Immediately, after a while, or at an hour on the card's own clock; a rule may wait for the office to open. Once per card, every time, or at most once a day.
Try it, and a log
A dry run on one real card says what each action would do and sends nothing. The log says what fired, on which card, and what came of it; the card's history names the rule.
Recipes
What a sales team sets up first in any CRM, on these boards: added switched off, read, changed, turned on.
A yes and a no, on a canvas
A condition has two exits: Then runs when it holds, Otherwise when it does not: tell the owner, or everybody on duty if nobody owns the lead, in one rule. The same rule can be drawn as blocks and links on a canvas, dragged in from a palette; form and canvas are one rule.
The guided demo shows one selected workflow. Availability depends on what is enabled in your configuration; beta items are labelled above.