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Automations

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Sales automation

Follow up with every lead, without remembering to.

Polite, personal follow-ups go out on WhatsApp and email until the lead replies. The moment they do, your salesperson takes over.

Book a free 30-min callSetup from $400₹30,000

Warm leads go quiet after one message. Automated lead follow-up keeps them warm.

Most leads need several touches before they reply, but salespeople follow up once or twice and move on. Warm leads go cold, and nobody knows which ones were dropped.

How it works

Day 1, 3 and 7 follow-ups go out on WhatsApp and email until the lead replies.
  1. 1Lead goes quietNo reply after the first call or message.
  2. 2Sequence startsDay 1, 3 and 7 messages, written in your tone.
  3. 3Reply detectedAny reply stops the sequence immediately.
  4. 4Salesperson alertedWith the full conversation, ready to continue.
CRM · Example
LN
Lead: Neha (Acme Interiors)No reply for 3 days after quote sent
Follow-up 2 of 3WhatsApp · Example
Hi Neha, just checking if you had a chance to look at the quote. Happy to adjust the scope if needed.
  • Sent automatically
  • Stops on reply
Day 1Day 3

What's included

  • WhatsApp and emailEach lead is followed up on the channel they use.
  • Written in your voiceMessages are personalised with name, product and last conversation.
  • Stops on replyNo awkward messages after the lead has answered.
  • Respectful timingBusiness hours only, in the lead's time zone.
  • Clear handoverThe salesperson gets an alert with the full history.
  • See what worksReply rates by message and by source, every month.
Works with
  • WhatsApp Business
  • Gmail
  • Outlook
  • HubSpot
  • Zoho CRM
  • Pipedrive

Live in your workspace in four steps

  1. Discovery callWe understand how the work happens today.
  2. DesignWe agree on channels, rules and approvals.
  3. Build and testSet up on your tools and tested with real examples.
  4. Go liveHandover, a short training video and ongoing care.

FAQs

Is WhatsApp follow-up allowed?

Yes, through the official WhatsApp Business API with approved message templates and leads who have shared their number with you. We help set up templates.

Can we change the messages later?

Yes. You can edit the messages any time, and we review reply rates with you each month.

What happens if a lead says they are not interested?

The sequence stops, the lead is marked in your CRM, and no more messages are sent.

Automatic lead follow-ups for your team, live in weeks

  • Setup from $400₹30,000
  • 60 days of free bug-fix support after go-live
  • Monthly care plan available
Book a free call