Automations that earn their place. Workflows that pause when humans show up.
Two primitives, no ceremony. Single-trigger automations for the small stuff. Multi-step workflows for sequences. Both pause the moment a real person replies.
Two primitives. Zero ceremony.
Most CRM automation is a graveyard. ALTITUDE keeps it usable: clear triggers, obvious actions, one-tap pause.
Automations: one trigger, one action
When a lead hits 'Estimate Sent', send the SMS template. When an invoice is paid, fire the review request. Tiny rules, huge compounding effect.
Workflows: multi-step sequences
When a job stays in 'Awaiting Schedule' more than 24 hours, send email → wait 2 days → SMS → wait 1 day → assign to Sales Manager. Branching, delays, conditions.
Auto-pause on reply
The moment a customer responds to anything in a sequence, the rest of the sequence pauses. No 'just checking in' email after they already booked.
Lead scoring (8 events, configurable)
Replied to email +5. Booked appointment +20. Visited pricing page +3. Score badges sort your pipeline so reps work the hottest deals first.
Real automations from real teams
These are the four most-installed automations on ALTITUDE workspaces.
When: Lead created from Live Chat
→ Then: SMS owner immediately, assign to round-robin
When: Stage moved to 'Estimate Sent'
→ Then: Send 'thanks for the time' email, wait 48h, SMS reminder
When: Invoice marked Paid
→ Then: Send Google review SMS, archive opportunity, set 12-month maintenance task
When: No response after 7 days in 'Hot Lead'
→ Then: Slack alert to Sales Manager, demote to 'Cold' if still silent at 14 days
Lead scoring, the way it should work
Eight configurable events. Numeric badge on every pipeline card. Sort hot to cold in one click.
SCORING EVENTS — DEFAULT VALUES
- Replied to email+5
- Booked appointment+20
- Visited pricing page+3
- Opened estimate PDF+10
- No reply in 7 days−5
All values editable per workspace. Score appears as a badge on every pipeline card.
Common questions
What's the difference between an Automation and a Workflow?
Automation = one trigger, one action. Workflow = multi-step, with delays, conditions, and branching. Same UI for building both — pick the simpler primitive when you can.
Can I A/B test sequences?
Yes. Workflow steps support split tests on subject line, send time, and channel. Results show in Reporting.
What if AI Teach Mode suggests one — does it run automatically?
No. Teach Mode suggests; you approve. Nothing runs against your customers without a human signing off.
Can I export a workflow to share with another workspace?
Yes. Workflows export to JSON; importing into another ALTITUDE workspace re-creates the steps. Useful for franchises and multi-location businesses.
Your move
Connect the chain.
Stop the leaks.
From the first ad click to the paid invoice and the five-star review — one workflow, one record, one place to look.
- No credit card
- Full ALTITUDE from day one
- Cancel anytime