Stage Changes. Journeys Fire Instantly.
When a contact advances through your pipeline, that's the signal your AI Agent and Journeys act on: the right follow-up starts automatically, no manual action, no lead leakage, no CAC wasted on delayed outreach.
Stage-Triggered Journeys
Configure a unique Journey for each pipeline stage transition. Every movement — New Lead, Qualified, Proposal, Closed — fires an automated multi-channel sequence instantly, replacing the need for any manual follow-up.
Instant Trigger, Zero Latency
Stage changes trigger Journey Orchestration within seconds. The moment a lead qualifies, their personalized follow-up sequence begins. No delay, no human decision required. Every lead gets the right next step at the right time.
SLA Timers & Alerts
Set time-based SLA rules per stage. If a contact stagnates in any stage beyond your threshold, the system alerts the assigned advisor and optionally fires a re-engagement step automatically.
Stage-Level Attribution
Track conversion rates, average time in stage, and revenue attributed to each stage transition. Identify bottlenecks in your pipeline and optimise the journey steps that drive the fastest progression.
Explore More Engagement CRM Features
Lead Stage Automation works seamlessly with every other CRM capability.
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