Automated Follow-Ups
Keep prospects engaged automatically. Send timely follow-ups, reminders, and personalized messages that convert — without lifting a finger.
What It Does
Automated Follow-Ups connects your CRM, forms, and communication channels to send perfectly-timed follow-ups after quotes, appointments, or missed calls. Whether by text or email, each message adapts to your customer's behavior and keeps your business top of mind.
Key Benefits
- Reduces missed opportunities by following up automatically.
- Personalizes responses using data from your forms or CRM.
- Works across SMS, WhatsApp, and email for consistent communication.
- Improves conversion rates with AI-crafted timing and tone.
How It Works
Once a customer submits a request, misses a call, or completes a service, the automation sends a tailored message based on their action. Messages can include reminders, thank-you notes, review requests, or re-engagement offers — all fully customizable for your brand.
Popular Use Cases
- Following up on new quote or consultation requests automatically.
- Sending appointment reminders to reduce cancellations or no-shows.
- Re-engaging inactive customers or upselling after service completion.