PLATFORM · FOLLOW-UP AUTOMATION
Follow-Up That Doesn’t Depend on Someone Remembering
Every stage where a firm loses momentum gets a defined, automatic next step — from the moment a lead arrives through the referral relationship that outlasts the engagement.
New Lead Response
A new lead is tagged, sourced, and gets an automatic first response instead of waiting for someone to check an inbox.
Discovery Follow-Up
Confirmation and reminders go out consistently, regardless of which person on the team booked the call.
Missed Meeting Follow-Up
A no-show triggers a recovery sequence automatically instead of quietly falling off the calendar.
Stalled Lead Nurture
An opportunity that’s gone quiet gets a defined nurture sequence instead of being left to memory.
Proposal Follow-Up
Every proposal gets a defined follow-up cadence between sending and decision. See Proposal Follow-Up →
Client Handoff & Referral Touches
A Won deal starts onboarding automatically, and referral partners get ongoing nurture touches on a schedule.
Core Runs the Automations. Core Plus Lets You Edit Them.
Core
Every automation above runs for you, already configured. You don’t get self-serve access to the workflow builder.
Core Plus and up
Full access to Campaigns, Triggers, and Workflows — build or modify any automation to match your exact sales process.
Stop Managing Follow-Up in Your Head
Put every lead, discovery call, proposal, client handoff, and referral relationship into a system that knows what happens next.