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Create Workflows. Run Tasks. Automate Everything.
Marketing Automation Software for Small Businesses
Propel3 automations handle follow-ups, lead routing, contact updates, and pipeline movement based on real-time behavior. Set the logic once. Your system takes it from there.
Automate Workflows & Marketing Tasks
Create workflows that follow up, route leads, send alerts, and update your CRM as actions happen. Propel3 keeps your marketing and sales engine running without manual input.
Trigger-Based Workflows
Start actions instantly when a form is filled, a tag is added, or a lead hits a key milestone.
Multi-Step Sequences
Chain tasks in order: send emails, assign leads, update fields, and move deals forward.
Conditional Logic Paths
Route leads based on clicks, replies, bookings, or custom conditions without breaking flow.
CRM Syncing
Keep contact records clean by automatically updating tags, fields, notes, and activities.
Appointment Booking Flows
Trigger invites, confirmations, and reminders when someone expresses interest or books.
Pipeline Stage Automation
Move deal stages when leads take action like booking or replying to messages.
Internal Task Creation
Create and assign internal tasks when leads reach a stage that needs a human response.
Multi-Channel Messaging
Add emails, texts, and DMs to workflows so your follow-ups run across every channel.
Voicemail & Missed Call Actions
Send voicemails or follow-up texts when a lead doesn’t reply or misses your call.
Automations are Included in Every Propel3 Plan
All Propel3 plans include access to automation tools for email, CRM updates, booking, task creation, lead routing, and more. Build your own flows or get help from the Flight Crew to set them up.
Mission Control
Everything you need to manage marketing in-house. Built for hands-on businesses.
$299 / month
What's Included:
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1 business location
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Unlimited users & contacts
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Basic Propel3 system support
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CRM
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Booking & Calendars
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Social Media Planner
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Email & SMS*
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Calls*
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Websites, Landing Pages & Funnels
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Payments & Invoicing
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eCommerce & Online Sales
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Surveys, Forms & Quizzes
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Courses & Memberships
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Reviews & Reputation Management
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Workflows & Automations
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Analytics & Reporting
Autopilot
Smarter, faster marketing. AI-powered tools to boost performance.
$799 / month
Everything in Mission Control plus:
Co-Pilot
A full marketing team on standby. Complete coverage without the headcount.
$2,999 / month
Everything in Autopilot plus:
FAQs About Propel3 Automations & Workflows
Can I connect Propel3 to the tools I already use?
Yes. Propel3 connects with over 1,500 apps, including Zapier, Google Workspace, Zoom, QuickBooks, Shopify, Slack, Stripe, Calendly, Mailchimp, and more.