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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

  1. Trigger: a new lead arrives
  2. Wait 2 minutes, send a welcome text
  3. Wait 1 hour, send an email with your services
  4. 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.