Automate the follow-up. Never drop the ball.
Multi-step automations triggered by a missed call, a new lead, a booked appointment or a completed job.
Your team forgets to follow up. Every business does.
A lead comes in at 2 PM. Everyone is busy. By 5 PM nobody has replied, and by tomorrow the lead has gone elsewhere.
Workflows make follow-up automatic. The system sends the right message at the right time, whether your team remembers or not.
Workflow: new lead follow-up
- Trigger: a new lead arrives
- Wait 2 minutes, send a welcome text
- Wait 1 hour, send an email with your services
- Wait 24 hours, send a booking link if there's no reply
Ready-made automations for real situations
- Missed-call sequence
- Instant text-back, then an email with your services, then a 24-hour follow-up if there's no response.
- New lead nurture
- A welcome text, a follow-up email and a booking link within the first 24 hours.
- Post-job review request
- Two hours after a job is marked complete, a text asking for a Google review.
- Appointment reminders
- Reminders 24 hours and 1 hour before. A cancellation starts a rebooking sequence.
- Re-engagement
- Contacts quiet for 90 days get a check-in message.
- Pipeline automation
- Contacts move through pipeline stages when they reply, book, pay or finish a job.
Your CRM should work even when your team can't.
Book a demo and we'll build your first workflow with you during onboarding.
