Design the process once, as a journey you can read.
Build the sequence your team should follow — triggers, actions, waits and conditions — as an explicit journey you configure, review and change.
- 12 event triggers, including lead created, stage changed and WhatsApp reply received
- 10 step types, including assign owner, create follow-up and send template
- Wait steps and conditions for multi-step journeys
- Conditions so a journey only runs where it should
- Every enrolment, step and outcome recorded and inspectable
- Runs on your rules — every step is visible and editable
Real event triggers
Journeys enrol on things that actually happen: a lead is created or assigned, a stage changes, an opportunity is won or lost, a follow-up completes, or a customer replies on WhatsApp or email.
Steps that move work forward
Assign an owner, create a follow-up, send a WhatsApp or email template, update status or temperature, add a note, or notify the team.
Wait steps and conditions
Pause between steps and branch on conditions, so a journey adapts rather than firing everything at once.
Visible, not a black box
Every journey is a readable sequence you configure and can change at any time, with each enrolment and step recorded.
Lead assignment rules
Separately from journeys, new leads are routed to the right person as they arrive — round-robin distribution across a target pool, priority-ordered rules and a fallback owner.
Idempotent, auditable execution
Each step is claimed before it runs and retried with backoff, so a journey does not double-send a message or silently lose a step.
Journey execution runs on Xoaro’s automation worker, which is invoked per deployment rather than on a schedule built into the product. Time-based behaviour — wait steps, the no-response trigger and queued steps — advances when that worker runs. Lead assignment, duplicate detection, in-app notifications and calendar sync are immediate and do not depend on it.
Bring your entire sales process into one workspace.
Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.
Currently onboarding new teams — we’ll get you set up personally.