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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.
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