Lead & Sales

CRM Follow-up

Keep every lead moving after the first contact.

Setup

from $549

Subscription

from $149/mo

Deploy time

3-5 days

Problem

Sales reps intend to follow up but get interrupted. CRM records age without a next step. Leads that showed real intent 10 days ago are now cooling while the rep works a newer inquiry. Managers only discover the gap when a deal is already lost.

What it does

The system watches CRM deal stages and activity timestamps. When no touchpoint occurs within the defined interval (e.g., 3 days after contact, 7 days after proposal), it triggers the correct follow-up: sends a pre-approved email or WhatsApp sequence, creates a prioritized manager task, and adds the lead to a stuck-deal report. Sequences can be paused automatically when the lead responds.

Best for

Sales teams, real estate, B2B services, consultants, education

Setup scope

CRM activity trigger configuration, interval and sequence rule design, follow-up template creation (email + WhatsApp), task and alert routing, sequence pause logic on reply detection, and end-to-end test with live pipeline data.

Monthly support

Follow-up sequence performance review, dead-lead rate tracking, interval tuning based on sales cycle data, and template refresh on request.

Expected outcomes

Reduce dead leads from follow-up gaps

Standardize response cadence across the team

Give managers a visible stuck-deal queue with timestamps

Payback signal

1-3 recovered deals

Typical break-even target for a first deployment conversation.

ROI lens

This system is designed to pay back when it reduces lost leads and weak follow-up enough to protect about $447 in monthly value.

Monthly value target

$447

Primary lever

lost leads and weak follow-up

Deployment model

Manual setup + monitored subscription

Implementation example— Real estate sales team

Before

Leads go cold after the first showing with no follow-up triggered
Salespeople intend to follow up but forget in a busy pipeline
No consistent cadence — timing and message quality vary by rep
Manager has no visibility into which leads have gone quiet
Warm opportunities close with a competitor who followed up first

After FlowOps

Follow-up sequence of 3 touches triggered at defined intervals
Salesperson task created with context and the suggested next step
Manager alerted to leads with no activity after 5 days
Sequence paused automatically when the lead replies or converts
Weekly report shows leads in active follow-up vs. fallen silent

Signal — Consistent follow-up cadence is the single highest-leverage operational change in most service businesses.