Nurturing and converting

Not every deal converts on day one. Build automations (Marketing → Automations) that react to what happens — a deal books a tour, a member stops checking in, a payment fails — and send the right message at the right time. Group deals and members into segments (Lists) to target campaigns precisely.

Booking a tour moves the deal's stage on, and recording its outcome moves it again, so the stage reflects what happened. On Engage, a deal that joins is closed as Sold, and the enrolment happens on your own system. Enrolling a member in Monody comes with Operate, which is not open to businesses yet.