When the CRM and the automation tool are separate products, every workflow starts with a sync problem. Plyto runs both on the same contact record, so an automation can react to anything the CRM knows.
Service businesses
Roofers, med spas, HVAC, dental: businesses that live on leads and follow-up.
Small B2B and SaaS teams
A founder and a few reps who need pipeline, email and ads without an ops hire.
Agencies and consultants
Run several client businesses from one login, unlimited seats on every plan.
Solo operators
One person doing the work of a marketing team, with an agent that keeps up.
CRM in one tool, automation in another: fields drift, triggers fire on stale data, and "why did this contact get that email" becomes archaeology across two audit trails. The usual fix is a third tool to glue the first two together. The actual fix is one system.
Trigger on form submissions, deal stage changes, tags, inactivity, or ad conversions. Because it is one database, there is no field mapping and no sync delay.
"When someone submits the quote form, wait a day, then send the follow-up and create a task for me." The agent builds the automation; you review the steps and turn it on.
See exactly where each contact is inside an automation, what fired, what is waiting, and why. When something fails, it says so instead of silently dropping the contact.
Campaigns and one-off sends live next to the automations, with suppression, unsubscribes and scheduled sends handled by the same system that owns the contact.
An example of the whole loop in one system:
A visitor submits your lead form. Plyto creates the contact and attaches the ad click that brought them.
The welcome automation enrolls them: instant thank-you email, a day of waiting, then a follow-up with your calendar link.
No reply after three days: the automation creates a task for you and tags the contact for the weekly re-engagement list.
They book: the deal moves stages, the automation ends, and the ad that started it gets credit in your attribution report.
Email sending is built in: campaigns, automation steps, unsubscribes and suppression are all part of Plyto. No external email service to connect.
Form submissions, contact created or updated, tags added, deal stage changes, ad conversions, and inactivity windows. Triggers and steps are the same whether you build by hand or ask the agent.
The run is marked failed with the error, you get an alert, and other contacts keep flowing. Failures are visible instead of silent.
Automations are on the Growth plan at $149/month. The free trial includes them, so you can build your first workflow before paying anything.
Build your first automation on the free trial, no card required.
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