Automation & Follow-ups
Never lose a lead to silence — automated SMS and email follow-ups, lead scoring, and templates with merge variables that do the chasing for you.
No lead lost to silence.
Automated SMS and email follow-ups keep every lead warm and every customer informed — templated, branded and fully logged.
Follow-ups that fire themselves.
Set the sequence once — new lead, quote sent, deposit due, day-before reminder — and the system nudges at the right time so no deal dies in the inbox.
- ✓Trigger-based sequences
- ✓Quote & deposit reminders
- ✓Lead scoring built in
Every message templated and logged.
SMS and email templates with merge variables keep messaging on-brand, and every conversation is logged against the customer — nothing on a personal phone.
- ✓Templates with merge fields
- ✓SMS & email in one thread
- ✓Every message logged
From first touch to done — without re-keying a thing.
What Automation & Follow-ups does for your business.
Consistent follow-up wins more of the pipeline.
Every inquiry gets a timely nudge.
The system remembers so your team doesn't.
Every message consistent and logged.
Most lost deals aren't lost to price — they're lost to silence, while you're out on a job and a lead goes cold. Automation does the chasing so you don't have to.
What you get
- Automated SMS and email follow-ups that keep every lead warm.
- Lead scoring, so your reps work the deals most likely to close first.
- Templates with merge variables — personal at scale, on-brand.
- Every message logged against the customer, in one thread.
- A prepaid SMS wallet with texting costs you can actually see.
Why it's different
The follow-ups fire off the pipeline automatically, lead scoring puts the best deals on top, and every text and email is logged against the job — so nothing slips while the truck is out, and your texting cost is a number you can watch, not a surprise.
Questions, answered.
Still unsure? and we'll walk it through on your own jobs.
Automated SMS and email sequences fire off the pipeline, so every lead is followed up even while you are out on a job — no manual chasing.
Yes — SMS runs on a prepaid wallet with visible per-message costs, so texting is a number you can watch, not a surprise bill.
Yes — templates use merge variables, so each message is personal and on-brand at scale.
Lead scoring ranks your leads so reps work the deals most likely to close first.
Yes — every SMS and email is logged against the customer in one thread, so the whole conversation stays in one place.
One platform — every part of the move.
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Ready to put Automation & Follow-ups to work?
Never lose a lead to silence — automated SMS and email follow-ups, lead scoring, and templates with merge variables that do the chasing for you.