Workflows

Follow up on autopilot

Build powerful automations that run 24/7. They nurture leads, send reminders, and close deals while you sleep.

See automations in action

Build automations without writing a line of code

Jtek's drag-and-drop workflow builder lets you connect triggers, actions, and delays in minutes. Set it live and it runs forever, no maintenance required.

  • Visual drag-and-drop canvas for any workflow
  • Actions include send email, send SMS, make call, add tag, create task
  • Add time delays between steps: hours, days, or custom schedules
  • Pre-built templates for common real estate workflows
See the builder

Any event can kick off an automation

Jtek watches your entire pipeline and contact database in real time. The moment something happens, whether it's a missed call, a form submission, or a stage change, the right automation fires instantly.

  • Trigger on new contact, form fill, missed call, or tag added
  • Pipeline stage change triggers for deal-specific follow-up
  • Date-based triggers: anniversaries, listing expirations, birthdays
  • Inbound message triggers on a reply to any SMS or email
Explore triggers

Email, SMS, calls, and tasks in one sequence

Real follow-up uses every channel. Mix emails, texts, phone call reminders, and task assignments into a single automated sequence that keeps you top of mind.

  • Combine any channel type in a single sequence
  • Personalize every message with merge tags
  • Stop the sequence automatically when a contact replies
  • See live enrollment counts and step-level completion rates
See sequences

Branch your workflows based on what contacts do

Not every lead is the same. Use conditional logic to split your workflow into different paths based on contact behavior, tags, pipeline stage, or custom field values.

  • Branch on opened email, replied to SMS, has tag, or field value
  • Multiple condition types: equals, contains, greater than
  • Nest multiple if/else blocks for complex logic
  • Each branch can have its own independent action sequence
Explore the logic builder

Automation built for real estate.

Every workflow template you need, pre-built and ready to launch in minutes.

Lead nurture sequences

Long-term multi-touch campaigns that keep you top of mind with leads who aren't quite ready to buy or sell yet.

Appointment reminders

Automatically send confirmation and reminder messages before every showing, consultation, or closing appointment.

Follow-up campaigns

Re-engage past clients and cold leads with timely email and SMS campaigns triggered by date or inactivity.

Tag-based triggers

Apply a tag to any contact and instantly kick off a workflow. No manual steps, no delays, no missed follow-ups.

Webhook actions

Send data to any external tool when a workflow step fires. Connect to Google Sheets, Zapier, or your own systems.

Pipeline automations

Move a deal to a new stage and trigger congratulations messages, next-step emails, and agent task assignments automatically.

Leads never go cold.

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