CRM for trades Keep it coming Automations & reminders

The follow-up that
used to depend on memory.

Quote follow-up, booking reminders, on-the-way texts, review requests, annual service reminders: each is a sequence you can see on a canvas, running on its own. It stops the moment the customer replies.

Included with the system. No per-user fee, no contract, web plus iPhone and Android.

What you get

Every follow-up, every time, without a to-do list.

  • Ready-made sequences for quotes, bookings, reviews and servicing
  • Texts and emails on the timetable you choose
  • Stops the moment the customer accepts, declines or replies STOP
  • Edit the wording and timing; the logic stays safe
  • See exactly where every customer is in every sequence
How it works

Three steps. None of them are yours.

1

Something happens

A quote is sent, a job is booked, a service is due.

2

The sequence runs

Day two text, day seven reminder, day fourteen final. Each step visible on the canvas.

3

It knows when to stop

A reply, an acceptance or a STOP ends it. Nobody gets chased after saying yes.

Before

You had a list of quotes to chase. It lived in your head. It was wrong by Wednesday.

After

Fourteen customers in quote follow-up right now, each at the right step, three replied today. You did not send any of them.

FAQ

Automations & Reminders questions

Quote follow-up, booking confirmation and reminders, on-the-way texts, review requests, and recurring service reminders.

Yes, wording and timing. The rules that stop a sequence when a customer replies are protected.

No. Acceptance, a decline or STOP ends the sequence immediately.

Yes. Every customer's position in every sequence is visible.

See automations & reminders with your own jobs in it

Book a demo. We walk through this feature and the rest of the system for your trade, and what moving across would involve.