Your Sales Process, Running Itself
Every stage of your sales process can trigger the next action automatically. Lead comes in? Assign it. Quote sent? Follow up in 3 days. Job won? Send onboarding. Deal lost? Win-back sequence starts. You define the process, EchoFlow runs it.
What's Included
Stage-Based Triggers
Move a deal? The next action fires automatically.
Task Automation
Reminders and tasks created based on pipeline movement.
Quote Follow-Up
Automated reminders after you send a proposal.
Won Deal Onboarding
Welcome sequence triggers when you close a deal.
Lost Deal Recovery
Win-back sequence for deals that went cold.
Referral Automation
Happy customer? Automatically ask for referrals.
Why It Matters
Included in every EchoFlow plan.
Sales Pipeline Automation is part of the EchoFlow platform — no add-on fees, no per-feature pricing. Flat $297/mo + GST, usage billed separately.
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