WORKFLOW AUTOMATION

Workflow Automation.

Repetitive tasks burn hours. ALE workflow automation triggers multi step sequences with no code if then logic.

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MANUAL PROCESSES BURN HOURS

Manual Processes Burn Hours

Manual processes waste producer time. Automation returns hours.

Repetitive Tasks

Hours wasted.

No Triggers

Nothing automated.

No If Then Logic

Rigid workflows.

THE AUTOMATION PLAYBOOK

The Automation Playbook

01

Trigger Library

Lead in, stage change, date.

02

Action Library

SMS, email, task, update.

03

If Then Logic

Branching workflows.

04

Multi Step Sequences

Complex automations.

05

No Code Builder

Drag drop.

06

Reporting

Automation performance.

WHO THIS FITS

Who This Helps

All Agencies

Automation critical.

Growth Stage Agencies

Scaling operations.

Multi Producer Agencies

Team automation.

Solo Producers

Solo efficiency.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Trigger library, action library, no code builder.

  • Core CRM
  • Trigger library
  • Action library
  • No code builder
  • Multi step sequences
SEE PACKAGES

Build: $897 per month

Adds AI receptionist, if then logic, custom reporting.

  • Everything in Launch
  • AI phone receptionist
  • If then logic
  • Custom reporting
  • Priority support
SEE PACKAGES

Automate Everything.

Book a 20 minute demo. We will walk through workflow automation.

BOOK DEMO CALL (516) 780-1385