Using the Tarvent automation features, youâll never leave a lead hanging. Easily set up automations to reach out to new leads and communicate with them in every step of your pipeline. No third party app required.
Send introductions and follow ups when a lead is created. Never let interest go cold again.
Trigger tailored emails on stage moves like Qualified, Proposal, and Contract Sent. Put momentum on autopilot.
Two-way sync keeps contacts aligned. Update once and both systems stay in lockstep, no third-party tools or hidden fees required.