Choose the trigger
A quote moved to "viewed", an inactive opportunity, an appointment kept, a form submitted: every event in the suite can launch a scenario.
Solution
The perfect follow-up is the one you never had to think about
A quote "viewed" with no response for 5 days? Automatic follow-up. A customer silent for 3 months? Personalized email + task for the sales rep. You define the rule once.
No credit card required
How it works
One rule, weeks of follow-up
Compose the sequence
Day 3: personalized follow-up email. Day 7: short SMS. Day 10: "call" task assigned to the sales rep. The delays chain together on their own.
Stay in control
Every send is visible on the record, statistics show what gets replies, and you adjust the sequence without touching the rest.
Go further
The building blocks of this solution
Use cases
Scenarios built on this
FAQ
Frequently asked questions
Do follow-ups stop when the customer replies?
Yes, that's the whole point: the sequence is conditioned on real statuses (quote accepted, reply received, opportunity advanced). Nobody follows up with a customer who already said yes.
Which follow-ups can be automated?
Unanswered quotes, unpaid invoices, abandoned carts, dormant contacts, appointments awaiting confirmation and renewals coming due. Each scenario has its trigger, conditions and delay — and stops the moment the reason to chase disappears.
Which channels do they go out on?
Email, SMS, and an outbound voice-agent call for cases where writing is no longer enough. Consent is checked per channel before sending: a contact unsubscribed from SMS receives no SMS, scenario or not.
Can the message be personalised?
Yes, with fields from the record and its linked objects — name, amount, due date, case number, property reference. It does not read like a mass send because it is not one.
How long does this take to set up?
A quote follow-up takes about twenty minutes in the visual editor: trigger, delay, condition, message. Ready-made scenarios give you a starting point you can change.
Another question? Write to us — a human will answer.
Ready to bring all your tools together?
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
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