Sales and customer follow-up automation
So no inquiry goes cold: logging, follow-up and reminders without relying on anyone’s memory.
The problem
Leads arrive through several channels and follow-up depends on who remembers. Opportunities are lost for lack of a timely reply, not for lack of interest.
What can be automated
- Automatic logging of every inquiry in your sheet or CRM.
- Follow-up reminders based on stage.
- Follow-up messages drafted for a person to approve.
- Alerts to the owner when a contact has gone days without a reply.
- Pipeline reports by stage.
See more detail
How it works
We define the stages of your sales process and what triggers each step.
We connect the entry channels with your CRM or tracking sheet.
We schedule reminders and message drafts with human review.
We measure which stages slow sales down the most.
Applications that could be involved
- CRM or Google Sheets
- Web forms and email
- Chat or Telegram (subject to provider capabilities)
- Calendar for calls
Information it handles
- Lead contact details
- Stage and date of last contact
- Notes and next steps
- Source of the inquiry
What needs human approval
- Sending proposals and prices
- Discounts and terms
- Sensitive or complaint messages
Important: Integrations are possibilities subject to each provider’s APIs, permissions and capabilities. We do not promise universal compatibility.
What can be measured
- Inquiries answered within the defined time
- Opportunities per stage
- Pending follow-ups
- Inquiry sources
Industries where it applies
Real estate · Marketing agencies · Retail and SMEs · Service companies
Related services
AI chatbot for WhatsApp and Telegram · Application and CRM integrations · Business dashboards and reports
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