Automated Followup – Quotes, Tasks and other Reminders

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.