Automated Followup – Quotes, Tasks and other Reminders


This feature is currently being migrated from our Enterprise Desktop CRM. It will be available on Web CRM soon.

We are all busy and sometimes (probably more than we’d like to admit) forget to follow-up on things that are important to follow-up on. Nothing is more important than closing leads and opportunities into sales. So we have made this easier by giving you the ability to create an automated follow-up process so that things don’t get forgotten. This can even include automated email follow-ups to the leads on your behalf.


  • Convert more leads in to Sales
  • Reduces times of the sales process
  • Reduce the amount of resources
  • Peace of mind as the individual sales person and as the leadership team.