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CRM · Example · sample data

No lead goes cold

The CRM detects silence and resumes the conversation with context.

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CRM

Proposal sent. 24 hours later. Silence.

The proposal went out, the prospect did not reply and the card sat still in the pipeline.

The case, in text

  1. 01 · Problem

    The proposal went out, the prospect did not reply and the card sat still in the pipeline.

  2. 02 · Diagnosis

    No rule detected silence: follow-up depended on remembering.

  3. 03 · System

    A cron detects inactivity, retrieves the previous objection, drafts the message and updates the stage.

  4. 04 · Outcome

    Follow-up no longer depends on memory: the CRM triggers it with context.

The service that solves it

Automation & CRM

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