What it is
Follow-Up Reminder Automations are AI-powered workflows that ensure every lead and customer receives timely reminders via email, WhatsApp, or SMS. Instead of sales reps manually tracking who to follow up with, the system automatically triggers reminders based on lead activity, pipeline stage, or set timelines.
Why it matters
Most deals are lost not because of poor offers but because of poor follow-ups. Studies show that 80% of sales require at least 5 follow-ups, yet most reps stop after 1–2 attempts. Manually tracking reminders leads to missed opportunities and revenue leaks. Automating follow-ups ensures no lead is forgotten, response rates go up, and deals move faster through the pipeline.
How it works
- A lead enters the CRM or sales pipeline.
- AI sets automated reminders (e.g., 24 hours after call, 3 days after email, 1 week after demo).
- Follow-ups are sent automatically via email, SMS, or WhatsApp.
- Sales reps receive reminders within the CRM or Slack to make personal calls.
- Unresponsive leads are routed into nurture sequences until they re-engage.
