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.
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.
Yes. Each template goes right away or after a set number of minutes, hours or days — and only if the request is still in that status when the time comes.
Among others: an estimate follow-up when the customer hasn’t replied, “your move is tomorrow”, “your moving inventory is ready” and an email when the job is done, plus texts for a paid deposit, an unavailable date or a cancelled move.
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.