Workflows

Follow up on autopilot

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

See automations in action →
Workflow Builder

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 →
Workflows — Missed Call Follow-Up ● Active
Trigger: Missed Call
Inbound call goes unanswered
Wait 2 Minutes
Brief delay before reaching out
Send SMS
"Hi {{first_name}}! Sorry I missed your call..."
Send Email
"I missed you — let's connect"
Create Task
Call back within 1 hour
Smart Triggers

Any event can kick off an automation

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

  • Trigger on: new contact, form fill, missed call, tag added
  • Pipeline stage change triggers for deal-specific follow-up
  • Date-based triggers: anniversaries, listing expirations, birthdays
  • Inbound message triggers: reply to any SMS or email
Explore triggers →
Select Trigger
New Contact Added
Fires when a new contact is created from any source
Missed Call
When an inbound call goes unanswered
Form Submitted
When a contact completes a form on your site
Stage Changed
When a deal moves to a new pipeline stage
Tag Added
When a specific tag is applied to a contact
Multi-Channel Sequences

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
  • View live enrollment counts and step-level completion rates
See sequences →
Follow-Up Sequence — 7 Days ● Active
Day 1 · SMS
"Hi {{first_name}}, thanks for your interest..."
Day 2 · Email
"New listings that match your criteria"
Day 4 · SMS
"Quick check-in — any questions?"
Day 7 · Task
"Schedule follow-up call"
If/Else Logic

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, 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 logic builder →
Branch: Did They Open the Email?
Email Opened?
Condition check
YES
Send SMS with listing link
NO
Send follow-up email in 2 days

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.

Stop letting leads go cold.

Jtek's automation engine runs 24/7 so every lead gets a fast, professional response — even at 2am on a Sunday.

Jtek CRM
J
Your Name
Downey, CA
Dashboard
Conversations
Contacts
Opportunities
Marketing
Automation
Today's Leads 5 new →
MS
Maria SantosNEW2m ago
Instagram DM"Hi, I saw your post about the listing on Maple..."
JR
James RiveraNEW18m ago
Web FormSubmitted buyer inquiry — budget $420K
DK
Dana KimNEW1h ago
Open HouseSigned in at 428 Maple Ave open house
TW
Tyler WalshNEW2h ago
Door KnockLogged via mobile — interested in downsizing
PN
Priya NairNEW3h ago
Facebook AdClicked "Get Home Value" — first-time buyer
J
Jtek CRM
Today's Leads 5 new
MS
Maria Santos
Instagram DM
NEW2m ago
JR
James Rivera
Web Form
NEW18m ago
DK
Dana Kim
Open House
NEW1h ago
TW
Tyler Walsh
Door Knock
2h ago
PN
Priya Nair
Facebook Ad
3h ago