Write the rule before anyone turns it on
Updated 2026-10-24
Automations are on the business plan, at $99 a month or $990 a year. CRM only does not include them. This service is the mapping. It is not a substitute for the plan.
Automations are on the business plan, at $99 a month or $990 a year. CRM only does not include them. This service is the mapping. It is not a substitute for the plan.
Trigger, condition, action
A trigger is the event, such as a new lead. A condition is the check. An action is what the plan can do, such as creating a dated task.
If the product cannot do the action, the setup does not promise it.
The example that is real
On the business plan, a new lead can create a follow-up task with a date. That is the example this service is allowed to implement.
The rule does not send a WhatsApp template by itself and does not spend a Meta budget.
What the person does
They write the rule in the account the business owns, name the statuses it should watch, and leave a note of what the rule does not cover.
The business still owns the account and can turn the rule off.
What is not included
No package price is published for this setup, so none is stated. The contact reply confirms scope.
The service does not replace staff and does not guarantee fewer hours.
FAQ
Which plan is required?
The business plan. CRM only does not include automations.
What can the setup implement?
The verified example is a new lead creating a dated follow-up task.
Does the rule send WhatsApp?
No. It does not send a template and it does not spend Meta budget.
Is there a published setup price?
No. The reply to the contact form confirms the scope.