Follow-ups & alerts
Never forget a follow-up again
A quote unanswered for eight days, an invoice due, a contract renewing next month: the CRM detects these moments and tells you — in the CRM, by email, or as a notification. The follow-up itself is pre-drafted.
Trade rules, not generic rules
“Follow up on a quote 5 days after sending, then on day 12”: rules speak your language and are set with the team.
Alerts before, not after
Invoice due date, warranty end, permit date, contract renewal: the alert arrives before the problem.
Pre-drafted follow-up
The follow-up email picks up the last exchange and the expected attachment. You proofread, you send.
Silent when needed
A client followed up yesterday won’t be pinged twice: automations coordinate with each other.
Frequently asked questions
By default follow-ups are proposed, not sent: you stay in control. Automatic sending can be enabled case by case.
Yes — they are defined with you from your description, then adjustable at will.
Go further
You are…
- BrokerProspects, insurers, deadlines: every loan or policy file gets completed.
- CraftspersonQuotes, jobs, follow-ups: the work moves forward, the paperwork follows on its own.
- Accounting firmEvery file, every deadline, every client exchange in one place.
- Commercial agentProspecting, portfolios, commissions: your book of business, structured and followed up.