Put Your Entire Follow-Up Strategy on Autopilot.

Fully autonomous follow-up campaigns

Launch sophisticated, multi-step, multi-channel follow-up campaigns that run entirely on their own, triggered by lead behavior and designed to book meetings while you sleep.

See it in action

Fully autonomous campaigns

The Inconsistent Follow-Up

Your reps are busy and can’t possibly follow up with every lead persistently. Promising leads go cold, deals stall, and your expensive marketing efforts are wasted, all due to a lack of a systematic, automated engagement strategy.

Auto follow-up campaign

Key Features

Behavior-Driven Triggers

Campaigns start, pause, or change paths based on real-time lead actions, such as opening an email, clicking a link, or visiting your pricing page.

Multi-channel, Multi-step Sequences

The AI can send an email, wait three days, send a LinkedIn connection request, wait two more days, and then send a final SMS, all automatically.

AI-Powered Personalization

Each message in the sequence is automatically personalized with the lead’s data and interaction history, making every touchpoint feel one-to-one.

Use Cases

Use-Cases for lead behavior

Marketing Agency

Reactivated 15% of its “cold” leads list, booking an additional 25 meetings in the first month by using an autonomous follow-up agent.

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FinTech Startup

Used an autonomous agent to follow up with all trial sign-ups, increasing their trial-to-paid conversion rate by 28%.

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Consulting Firm

Automated their post-webinar follow-up, saving 10 hours of manual work per event and increasing meeting booking rates with attendees by 40%.

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More Agent Template

Donor engagement campaigns

Sends personalized updates, donation prompts, and impact stories to donors.

Auto-create tasks from WhatsApp

Converts WhatsApp chats into actionable CRM tasks with context.

Pull inbound leads from website forms into CRM

Automatically syncs inbound leads from website forms into CRM.

Renewal reminders

Sends reminders for upcoming renewals and tracks response.

E-commerce: Auto-offer abandoned cart discounts

Sends discount offers to recover abandoned carts and boost conversions.

Event Follow-up Agent

Sends follow-ups after webinars, expos, or demos with personalized messaging.

Lead Scoring Agent

Scores leads based on fit, activity, and conversion potential.

Auto-generate personalized proposals

Creates customized proposals using lead data, pricing logic, and branded templates.

Quota Booster Agent

Suggests actions to help reps hit quota faster using AI insights.

Meeting Summary Agent

Summarizes meeting notes, decisions, and action items.

Upsell/Cross-sell Agent

Identifies upsell and cross-sell opportunities based on customer data.

Qualify leads automatically

Uses public data to assess lead quality and fit.

Campaign follow-up with AI

Value Proposition

Ensure every lead gets a persistent, personalized follow-up.

Free up 10+ hours per rep per week from manual tasks.

Reactivate cold leads and book more meetings from your existing database.

Create a 24/7 sales engine that never sleeps.

FAQ

Can I approve messages before they go out?

Yes. You can run campaigns in a semi-automated “human-in-the-loop” mode, where every message requires your approval before being sent.

What happens when a lead replies?

The sequence automatically pauses for that lead, and the assigned rep is instantly notified to take over the live conversation.

How does it avoid sounding robotic?

AI personalizes each message and mimics natural human sending behavior—like avoiding odd hours (no 3 AM emails).

Which channels are supported?

Currently supported: Email and LinkedIn (messages + connection requests). You can also integrate with SMS gateways for multi-channel outreach.

 

Can I A/B test different messages?

Yes. You can easily test subject lines and body copy to continuously optimize engagement and conversion.

Automate with AI

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Never let a lead drop again. Deploy an army of AI agents to handle all your follow-ups. Start your free trial.

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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