Send welcome email when deal hits configured stage

Your deals that reach a configured pipeline stage without outreach leave clients uninformed and stall project setup. It sends a welcome email so project managers can start onboarding same day.

Overview

When deals move into a kickoff-ready stage, clients get a consistent welcome and project teams get the confirmation they need to act. Eliminate manual outreach and ensure project managers can start onboarding the same day with a clear audit trail.