Platform Features

Four tools. One platform. Zero excuses.

CovenArc replaces the patchwork of apps slowing your team down. CRM, automation, follow-up, and booking — built to work together from day one.

CRM

A contact database that works as hard as you do.

Stop losing deals to disorganization. CovenArc's CRM gives every contact a full timeline — calls, emails, notes, and deal stages — so your team always knows exactly where things stand.

  • Full contact timeline with every interaction logged automatically
  • Custom fields and tags to segment your audience any way you need
  • Deal pipeline with drag-and-drop stage management
  • Team-wide visibility — no more siloed spreadsheets
  • Activity reminders so nothing falls through the cracks

Smart Segmentation

Filter by any field, tag, or behavior

Pipeline Analytics

Track deal velocity and conversion

Custom Fields

Capture the data that matters to you

Web Form Capture

Auto-import leads from your site

Contacts284
Filter
JL
Jordan Lee
Apex Solutions
Qualified$18,000
MS
Maria Santos
Bright Labs
Proposal$9,500
DH
Derek Holt
Vertex Inc.
Demo Booked$24,000
AP
Aisha Patel
Crestline Co.
New Lead$6,200
Showing 4 of 284 contacts
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Automation Workflows

Build sequences once. Let them run forever.

Your best sales process, automated. Set up trigger-based workflows that send emails, create tasks, and move deals through your pipeline — without anyone lifting a finger.

  • Visual workflow builder — no code required
  • Trigger on lead actions: form fills, email opens, link clicks
  • Multi-step sequences with conditional branching
  • Automatic task creation for your sales reps
  • Real-time workflow analytics and completion tracking

Smart Triggers

Fire on any lead action or time delay

Conditional Logic

Branch based on lead behavior

Multi-Channel

Email, SMS, and task automation

Workflow Analytics

See completion rates in real time

New Lead Workflow
Active

Trigger

New lead added

Step 1

Send Email

Welcome sequence

Step 2

Wait

2 days

Step 3

Create Task

Follow-up call

Step 4

Check Condition

Opened email?

Step 5
7 contacts in this workflow94% completion rate
Lead Follow-Up

Never let a hot lead go cold again.

Most deals are lost because of slow or inconsistent follow-up. CovenArc automates your entire follow-up process — personalized, multi-channel sequences that keep you top of mind until they're ready to buy.

  • Pre-built follow-up templates for every stage of the funnel
  • Personalization tokens pull in contact and company data automatically
  • Multi-channel: email, SMS, and rep task reminders in one sequence
  • Intent signals surface leads who are ready to talk
  • Automatic sequence pause when a lead replies

Email Sequences

Personalized drip campaigns at scale

Call Reminders

Task-based follow-up for your reps

Intent Signals

Know when a lead is hot

Smart Timing

Send at the right time, every time

Follow-Up SequenceJordan Lee · Apex Solutions
Day 1
Email
Quick intro from CovenArc
Openedsent
Day 3
Email
How [Company] can save 5hrs/week
sent
Day 5
SMS
Following up on my last email
Openedsent
Day 8
Task
Call lead — high intent signal
pending
Day 12
Email
Last touch — case study inside
scheduled
2 opens detected·Sequence running
Appointment Booking

From interested to booked in under 60 seconds.

Eliminate the back-and-forth. Share a booking link, embed a calendar on your site, or trigger booking automatically from a workflow. Leads pick a time that works — you show up ready to close.

  • Embeddable booking widget for your website or landing pages
  • Syncs with Google Calendar and Outlook automatically
  • Custom intake forms to qualify leads before the call
  • Automated confirmation and reminder emails
  • Round-robin assignment for team scheduling

Calendar Sync

Google Calendar & Outlook native sync

Shareable Links

One link, infinite bookings

Auto Reminders

Reduce no-shows with smart nudges

Round Robin

Distribute bookings across your team

Book a Demo30 min · Video call
June 2026
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Available times

Integrations

Connects with the tools you already use.

Native integrations and Zapier support for 1,000+ apps.

Slack
HubSpot
Salesforce
Gmail
Outlook
Zapier
Stripe
Zoom
Google Calendar
Typeform

Ready to get started?

See every feature in action.

Book a 30-minute demo and we'll walk you through the full platform — live, with your use case in mind.