PROFESSIONAL MODULE
Never miss a follow-up again.
Automate lead touchpoints across email, SMS, and calls with scheduled sequences.
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What it does
Build repeatable follow-up plans so every new lead gets consistent communication. Stop sequences automatically when a lead responds or converts.
Key features
- Follow-up plans: Multi-step sequences with timing rules.
- Multi-channel outreach: Email, SMS, and call reminders.
- Templates and personalization: Dynamic content per lead.
- Automated reminders: Tasks for reps when a manual touch is needed.
- Status-aware logic: Pause or stop sequences automatically.
- Activity history: Full follow-up log per lead.
Why teams love it
- Higher conversion: More touches without extra work.
- Better discipline: Consistent follow-up for every lead.
- CASL friendly: Control outreach based on consent windows.
Ready to clear the chaos?
Join small teams operating like big businesses.