Multi-Stage Lead Journey Automation — From First Touch to Close
Design multi-stage lead journeys that automatically move prospects through qualification, nurture, demo, and close stages — triggered by behavior, time, or CRM events. The journey-runner engine runs 24/7.
SOC 2 Type II Built for US Companies Visual journey builder Multi-trigger automation Journey analytics
How It Works
Get started in three simple steps
1
Design
Build your journey in the visual canvas — stages, triggers, branch logic, and actions.
2
Trigger
Set entry triggers: behavior (form submit, link click), time (date, delay), or CRM event (deal created, stage change).
3
Run
The journey-runner engine executes sequences and stage transitions 24/7, adapting to prospect behavior.
Key Features
Visual journey builder — drag-and-drop stage and step design
Multi-stage journey orchestration with conditional branching
Branch on behavior — different paths based on email open, link click, or no response
Time-delay and event-based triggers for journey entry and progression
Cross-channel journey steps: email, SMS, WhatsApp, phone task, manual handoff
Journey pause and resume logic — pause on manual outreach, resume when prospects re-engage
A/B split testing within journeys to optimize messaging or timing
Journey performance analytics by stage — conversion rates, drop-off points, time-to-conversion
Use Cases
Trial-to-Paid Nurture
Move free trial users through onboarding, feature education, success case studies, and upgrade prompt journeys.
What teams care about
- Fast adoption with less manual cleanup for managers and reps.
- Clear visibility into workflow execution, outcomes, and accountability.
- Reliable handoffs into the CRM record so downstream teams keep full context.
Deep dive
Open the sections that matter most instead of scrolling through a long uninterrupted text block.
Lead journeys are multi-stage workflows that move prospects through your sales process automatically. Unlike simple email sequences, lead journeys adapt to prospect behavior, trigger on CRM events, and coordinate across channels (email, SMS, WhatsApp). They are designed to nurture leads through qualification, education, and decision stages without rep intervention.
A typical journey might look like: new lead enters → welcome email → 2-day wait → IF opened, send case study; ELSE, send alternative. After case study → wait 3 days → schedule demo call. If demo happens → demo follow-up sequence; if no-show → re-booking sequence. This adaptive, multi-stage approach converts more leads because it keeps prospects engaged at each stage.
Buyer playbook
Compare, launch, and govern the workflow with an interactive overview instead of four long generic essays.
How teams evaluate lead journeys
The best pages help buyers understand fit quickly instead of forcing them through long walls of copy.
Check whether the product covers the capabilities you actually care about, such as Visual journey builder — drag-and-drop stage and step design, Multi-stage journey orchestration with conditional branching, Branch on behavior — different paths based on email open, link click, or no response, Time-delay and event-based triggers for journey entry and progression.
Test if it supports real execution scenarios like Trial-to-Paid Nurture, Webinar Attendee Follow-Up, Demo No-Show Re-Engagement.
Confirm the workflow stays connected to Gmail, WhatsApp Business, Twilio, Zapier so reporting and handoffs remain reliable.