Automate the follow-up.
Never drop the ball.

Multi-step automations triggered by any event — a missed call, a new lead, a booked appointment, or a completed job. The system handles the follow-up so your team can focus on the work.

Workflow: New Lead Follow-Up Active
Trigger: New contact created from webchat
Step 1
Wait 2 minutes → Send welcome text
Step 2
Wait 1 hour → Send email with pricing sheet
Step 3
Wait 24 hours → If no reply → Send follow-up text
Step 4 (conditional)

Your team forgets to follow up. Every single day.

A lead comes in at 2pm. Your team is busy. By 5pm, nobody's followed up. By tomorrow, the lead is cold. This happens more than anyone wants to admit.

Workflows fix this by making follow-up automatic. The system sends the right message at the right time — whether your team remembers or not.

If this → Then that
Missed call → Text-back → Wait → Email → Follow-up

Pre-built automations for real business scenarios.

📞

Missed Call Sequence

Missed call triggers instant text-back, followed by an email with your services overview, then a 24-hour follow-up if no response.

🆕

New Lead Nurture

New contact from any source gets a welcome text, a follow-up email, and a booking link — all within the first 24 hours.

Post-Job Review Request

After a job is marked complete, wait 2 hours, then send a text asking for a Google review. One tap for the customer.

📅

Appointment Reminders

24-hour and 1-hour SMS reminders before every appointment. If they cancel, trigger a rebooking sequence automatically.

🔄

Re-Engagement

Contacts who haven't interacted in 90 days get a "checking in" message. Keep your business top of mind without lifting a finger.

🏷️

Pipeline Automation

Move contacts through pipeline stages automatically based on actions — replied, booked, paid, or completed.

Your CRM should work even when your team doesn't.

Book a demo and we'll build your first workflow together during onboarding.

Book a Demo →