Automate your pipeline, from lead to loyal client
Trigger-based automations, a full sales pipeline, lead scoring, and marketing campaigns that run themselves.
Building automations
The Automation Builder lets you create trigger-based workflows — for example, "When a new client books" or "Client hasn't booked in N days" — that automatically send an SMS, email, or task. Build them from Automations → New Automation, choose a trigger, add actions, and turn it on.
Common triggers include: after an appointment is completed, when a new client books, when a client hasn't booked in a set number of days, after a 5-star review, after a client's 3rd booking, and after a referral link is clicked. Any automation can be paused or edited later without losing its history.
- Trigger-based workflows — no code required
- Actions include SMS, email, or auto-created tasks
- Toggle any automation off to pause it without deleting it
- Edits apply to future matches; clients already mid-flow finish their current step
Sales pipeline & lead management
The Pipeline view tracks leads and clients through custom deal stages (e.g., New Lead → Contacted → Booked → Won) with drag-and-drop cards. Go to Pipeline → Manage Stages to add, rename, reorder, or delete stages to match how your business actually moves leads through the funnel.
Lead Scoring assigns a score to each contact based on engagement signals like response rate, booking history, and source quality — use "Rescore All" after changing your scoring rules. The Prospecting tool helps you log new leads from any source (manual entry, social media, cold outreach, referrals) before they become full client records.
- Fully customizable pipeline stages
- Lead scoring prioritizes your hottest leads automatically
- Prospecting captures leads before they're full client records
- Custom Fields let you track anything specific to your business
Organizing your client list
Segments are static or rule-based groupings of clients (e.g., "VIP clients" or "Zip code 90210") you can target with campaigns. Smart Lists use live filters (e.g., health score below 70% and last visit over 60 days ago) that automatically update as client data changes.
If your list has grown messy, open the Duplicates panel and click "Scan for Duplicates" — MsgHealth flags likely matches by confidence level and lets you merge or dismiss each one. Tasks let you assign follow-ups to your team, and Client Notes keep private context on file that's never sent to the client.
- Segments: static/rule-based groups for targeting
- Smart Lists: live filters that update automatically
- Duplicate detection with confidence-ranked matches
- Tasks and private notes keep your team aligned
Win-back & seasonal marketing
Use the Reactivation panel to send win-back campaigns to clients who haven't booked recently — templates include limited-time offers and free add-on incentives, and campaigns can trigger automatically when a client's health score drops below a threshold.
Birthday Campaigns send a personalized SMS (optionally with a discount code) on each client's birthday, and Seasonal Campaigns include ready-made templates for holidays like Valentine's Day, Mother's Day, and Memorial Day. Recommendation Automations can also suggest upsells automatically — for example, offering a complementary service right after a 5-star review.
- Reactivation campaigns can trigger automatically on a health-score drop
- Birthday SMS sends automatically at 12pm on each client's birthday
- Seasonal Campaigns include ready-made holiday templates
- Recommendation Automations suggest relevant upsells at the right moment
Action Center & Next Best Action
Action Center pulls together every signal that needs your attention — churn risk, overdue invoices, pending estimates gone quiet, stale clients, and stalled deals — into a single prioritized queue instead of you checking five different tabs. Each item shows why it's flagged and a one-click action (send a reminder, draft a check-in text, etc.) to resolve it. Snooze an item for a few days if you're not ready to act yet.
Next Best Action is the same idea at the individual record level: a banner on a contact, deal, or invoice's detail view surfacing the single most useful thing to do about it right now, based on its current status. Dismiss it and it stays dismissed for that reason for the rest of your session — it reappears if the underlying situation changes, or on your next visit.
- Action Center queues churn risk, overdue invoices, pending estimates, stale clients & stalled deals in one place
- Each item explains why it's flagged and offers a one-click action
- Snooze items you're not ready to act on yet
- Next Best Action banners surface a targeted recommendation on contact, deal, and invoice detail views
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Get started freeCRM & automation questions
How do automations work?
The Automation Builder lets you create trigger-based workflows — for example, 'When a new client books' or 'Client hasn't booked in N days' — that automatically send an SMS, email, or task. Build them from Automations → New Automation, choose a trigger, add actions, and turn it on.
What is the CRM pipeline?
The Pipeline view lets you track leads and clients through custom deal stages (e.g., New Lead → Contacted → Booked → Won) with drag-and-drop cards. Each deal can hold notes, tasks, and value.
How does lead scoring work?
Lead Scoring assigns a score to each contact based on engagement signals like response rate, booking history, and source quality. Use 'Rescore All' to recalculate scores after changing your scoring rules.
What's the difference between Segments and Smart Lists?
Segments are static or rule-based groupings of clients you can target with campaigns. Smart Lists use live filters that automatically update as client data changes, so the list is always current.
How do I win back lapsed clients?
Use the Reactivation panel to send win-back campaigns to clients who haven't booked recently. Reactivation campaigns can be scheduled or triggered automatically for clients whose health score drops below a threshold.
Can I assign tasks to my team?
Yes — the Tasks panel lets you create to-dos, assign them to team members, set due dates, and track completion. Tasks can also be auto-created by automations.
Can I add custom fields to client records?
Yes. Go to Settings → Custom Fields to create additional fields (text, number, date, dropdown) that appear on every client profile.
How do I clean up duplicate client records?
Open the Duplicates panel and click 'Scan for Duplicates.' MsgHealth flags likely matches by confidence level based on name, phone, and email similarity, and lets you merge or dismiss each one.
What is the Action Center?
It's a single queue that pulls together everything that needs your attention across the app — churn risk, overdue invoices, pending estimates, stale clients, and stalled deals — each with a reason and a one-click action, so you don't have to check separate tabs for each.
What is Next Best Action?
It's a recommendation banner shown on a contact, deal, or invoice's detail view, surfacing the single most useful thing to do about that record right now. You can dismiss it for the current reason; it comes back if the situation changes.
Still having trouble?
Reach out with an in-depth description of your issue and our team will get back to you within a few hours on business days.