Works in any industry

Follow-up that runs until the lead replies or books

Timed texts, emails and call tasks, so no lead depends on you remembering. They stop when the lead replies, books or opts out.

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Sample cadence, you set yours
  1. 1

    Text

    Day 0

  2. 2

    Email

    Day 1

  3. Lead action

    Reply received

    3

    Call task

    Day 3

  4. 4

    Text

    Day 7

  5. 5

    Email

    Day 14

Stopped on replyA person takes over.
  • Lead replies
  • Lead books
  • STOP or opt-out
  • any of these ends the sequence

Hover or focus a step. Cadence is yours to set; do-not-contact and STOP checks run before each message.

Sequence: new leadSample cadence, you set yours
  1. 1
    Text

    Day 0

    Scheduled
  2. 2
    Email

    Day 1

    Scheduled
  3. 3
    Call task

    Day 3

    Scheduled
  4. 4
    Text

    Day 7

    Scheduled
  5. 5
    Email

    Day 14

    Scheduled

One inbox, one thread

Step 1, text

Sample message you wrote.

Step 2, email

Sample email you wrote.

Reply from the lead

Yes, call me tomorrow.

Stopped on reply

Steps 3 to 5 are cancelled. A person takes over.

Hover or focus a step. A reply ends the sequence: later steps are cancelled, and a person takes over from the same inbox.

It stops when the lead answers

A reply, a booking or a STOP cancels the steps still waiting. A person takes over.

Texting needs US carrier (A2P) registration and contact consent first. How registration works.

  • Exit rules

    A reply, a booking or a final outcome ends the sequence. A person can take over at any point.

    Live

  • Opt-out checks

    Do-not-disturb, STOP replies and unsubscribes are checked before messages go out.

    Live

  • Visual workflow builder

    Drag-and-drop building, inside Ops. Today you build follow-up from sequences.

    In development
Common questions
How long can a sequence run?

As long as you set it. You can run a short sequence for new leads and a longer, slower one for leads that are not ready yet. We can help on a setup call.

Will it text people who did not consent?

You are responsible for having consent to message your contacts. The platform checks opt-out and do-not-disturb status before sending, but it cannot create consent you do not have.

Can I build any workflow I want?

You can build sequences from the available steps and triggers. A visual, drag-and-drop workflow builder inside Ops is in development. If you need something specific today, tell us the workflow and we will say what is possible.

Optional setup service

We can load your first sequence for you

We help you pick the timing and load the steps. You write the messages.

Book a demoSee the CRM setup service

New-lead sequence, blank

  1. Step 1Text, you write it
  2. Step 2Email, you write it
  3. Step 3Call task, you assign it

You write the messages. The system keeps the schedule.