Make a Perfect First Impression, Instantly.
Auto-send welcome email/WhatsApp after lead creation
Start building a relationship from the very first second. Our agent automatically sends a personalized welcome message via email or WhatsApp the moment a new lead is created, ensuring immediate engagement when interest is highest .
See it in action
Auto-send after lead creation
The Slow Response
A new lead comes in, but the assigned rep is in a meeting. By the time they send a first email several hours later, the lead has already lost interest, forgotten why they signed up, or has been contacted by a faster competitor. The “wow” moment is lost.
email/WhatsApp after lead creation
Key Features
Real-time Lead Creation Trigger
The agent is triggered the instant a new lead is created in your CRM, regardless of the source.
Personalized Message Generation
The AI can use data from the lead’s record (e.g., their name, company, the specific e-book they downloaded) to generate a personalized welcome message.
Multi-Channel Delivery
You choose whether the welcome message should be sent via email (for a more formal touch) or WhatsApp (for a more immediate, conversational feel) .
Use Cases
Use-Cases for email/WhatsApp after lead creation
A SaaS Company
Sent an automated welcome email with a link to a “getting started” video, which increased their trial activation rate by 30%.
A Consulting Firm
Used an automated WhatsApp welcome message to start a conversation with new leads immediately, which made their firm feel more modern and accessible
A Real Estate Agent
Sent an automated welcome text to every new web lead, which included a link to their calendar. This simple step resulted in 10% of new leads booking a call themselves without the agent having to do anything.
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More Agent Template
Schedule multi-step follow-up sequences
Plans and executes multi-step follow-up campaigns.
Send follow-up LinkedIn connection requests and messages
Sends connection requests and follow-up messages on LinkedIn.
Fully autonomous follow-up campaigns
Runs multi-step follow-up sequences without manual input, triggered by lead behavior.
Education: Follow-up with course leads
Sends follow-ups to prospective students with course info and enrollment prompts.
Social media DM integration
Pulls lead data from Instagram, Facebook, and LinkedIn DMs into CRM.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
Scrape LinkedIn for relevant prospects
Extracts relevant prospects from LinkedIn based on filters and keywords.
Auto-generate personalized proposals
Creates customized proposals using lead data, pricing logic, and branded templates.
Set follow-up reminders after interaction
Sends reminders based on lead stage, last contact, and urgency signals.
Weekly Performance Reporter
Sends weekly reports on sales, support, and engagement metrics.
Scrape LinkedIn for relevant prospects
Extracts relevant prospects from LinkedIn based on filters and keywords.
email/WhatsApp after lead creation
Value Proposition
Increase lead engagement and response rates
Make a professional and impressive first impression
Start a conversation when the lead’s interest is at its absolute peak
Ensure every new lead is touched immediately, 24/7.
FAQ
No, because the message is generated using the lead’s own data and sent instantly, it feels like an incredibly fast, personal response
Yes, you can create and test different message templates to see which one gets the best response rate.
Any replies go directly to the assigned sales rep’s inbox or WhatsApp, allowing them to seamlessly continue the conversation.
Yes, while instant is usually best, you can add a short delay if you want to mimic a more manual workflow.
Yes, the agent can be triggered by any new lead creation, regardless of how it got there.
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CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
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