Client workflows that run themselves.
Visual canvas. No-code triggers, branches, delays. 40+ native events from contacts, documents, invoices, forms, and scheduler — plus inbound and outbound webhooks. Build once, clone across every sub-account.
Client workflows, as specific as the client.
Drag triggers, actions, and branches onto a canvas. See the whole flow. Debug the run that broke yesterday. No YAML, no glue code, no third-party hop.
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Visual canvas
Drag triggers, actions, and branches onto a canvas. See the whole flow at a glance — no YAML, no glue code, no third-party hop to debug when something breaks.
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40+ native triggers
Fires on form.submit, doc.signed, invoice.paid, booking.created, contact.tagged, deal.stage.changed — plus inbound webhooks for anything else.
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Branches and delays
If/else conditionals, wait N hours or days, rate limits, retry policies. Design behavior as specific as the client relationship needs.
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Run history and retry
Every run logged — input, output, branch taken, step that failed. See the payload, fix the step, retry from exactly where it broke.
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Per-sub-account flows
Each client workspace runs its own flows. Clone a proven automation across every new onboarding, or tune it per client without forking a new tool.
A real automation engine, not a Zapier tab.
Native to the CRM, native to invoicing, native to docs. Fires in milliseconds, not minutes. Handles the edge cases a generic tool cannot see.
Visual canvas
Drag triggers, actions, branches, and delays. See the whole flow. Non-developers on your team can edit their own automations without breaking anything.
40+ native triggers
Every event in Manage It is a trigger. Form submits, doc signs, invoice paid, contact tagged, deal stage moved, booking made — plus inbound webhooks.
Branches + delays
If/else conditionals on any field, wait N hours or days, rate limit, retry on failure. Real flow control, not just straight-line triggers.
CRM actions built in
Tag contacts, update fields, create deals, move stages, add to lists. No zap-then-zap, no sync delays, no missing fields. Native reads and writes.
Run history + retry
Every run logged with input, output, branch, timing, step that failed. See the payload. Fix the step. Retry from exactly where it broke.
Templates across sub-accounts
Build a flow once, save as a template, clone into every new client workspace. Update the template, push to all — or leave clients on their own version.
Your automations send emails from you, not us.
Clients never see a canvas or a workflow name. They see a branded email from your sender, at your domain, triggered exactly when you designed. You see the engine and the health stats behind every sub-account.
Hi Mara,
Great having you on board! Your first invoice cleared this morning and I wanted to quickly walk you through what happens next.
Reply any time — this lands straight in my inbox.
Alex · Your Agency
A branded transactional email from your sender, at your domain. Triggered the moment the automation fires. No Manage It attribution in the footer, no unsubscribe link pointing to us.
Cross-client automation ops
3 sub-acctsEvery flow across every sub-account in one console. Per-account run counts, success rate, failed runs — and the ability to clone a proven flow to every new workspace you onboard.
The glue between every other module.
Automations are the wiring layer. Every contact event, document event, invoice event, form submit, and booking can fire a flow — without leaving the stack.
Contacts
Trigger on contact.created, contact.tagged, field.changed. Update, tag, route, score — natively, no zap round trip.
Documents
Trigger on doc.sent, doc.viewed, doc.accepted. Fire follow-ups, create invoices, notify your account lead the moment a proposal lands.
Invoicing
Trigger on invoice.paid, invoice.overdue, invoice.draft. Dunning sequences, thank-yous, internal alerts — all branded, all in-system.
Forms + scheduler
Trigger on form.submit or booking.created. Route leads to the right account lead, tag for qualification, kick off onboarding.
Why automate here, and not over there?
We are happy to walk through alternatives — here is where we land on the ones you are probably comparing us to.
Why not just use Zapier or Make?
Zapier and Make are great at connecting unrelated tools. But if your CRM, docs, invoicing, and forms all live here, every zap is just shuffling data around the same database over the internet. Native automations fire in milliseconds and see every field — no sync delay, no missed edge case.
Is this a no-code automation builder, or do I still need a developer?
Canvas-first. Non-developers on your team can build flows, debug them, and retry failed runs. When you do want to go deeper, inbound and outbound webhooks give you an escape hatch to anything with an API.
What happens when a step fails — do I just lose the run?
Every run is logged with its input payload, the branch taken, the step that failed, and the error. Fix the step, retry from exactly where it broke. No replaying the whole flow, no stitching state back together.
Can I run the same automation across every client sub-account?
Yes. Save any flow as a template. Clone it into every new workspace you onboard. Update the template and push to all clients, or leave individual accounts on their pinned version.
Your agency’s own software product.
Start your agency account, connect your domain, upload your logo, and ship your first branded client sub-account in under an hour. No credit card required.